ISHARES TR

Ticker: IYF CUSIP: 464287788 Class: Exchange Traded Fund

Concord Wealth Partners's Holding History (CIK: 0001814214)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 46 Value ($000) $6 Avg Close — Range —
Q3 2025
Shares 46 Value ($000) $6 Avg Close — Range —
Q2 2025
Shares 45 Value ($000) $6 Avg Close — Range —
Q1 2025
Shares 45 Value ($000) $5 Avg Close — Range —
Q4 2024
Shares 45 Value ($000) $5 Avg Close — Range —
Q4 2023
Shares 6 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 6 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 6 Value ($000) $0 Avg Close — Range —