ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 359,092 Value ($000) $43,156 Avg Close — Range —
Q3 2025
Shares 130,722 Value ($000) $15,534 Avg Close — Range —
Q2 2025
Shares 133,545 Value ($000) $14,595 Avg Close — Range —
Q1 2025
Shares 126,092 Value ($000) $13,185 Avg Close — Range —
Q4 2024
Shares 151,054 Value ($000) $17,404 Avg Close — Range —
Q3 2024
Shares 153,390 Value ($000) $17,940 Avg Close — Range —
Q2 2024
Shares 132,022 Value ($000) $14,081 Avg Close — Range —
Q1 2024
Shares 129,651 Value ($000) $14,329 Avg Close — Range —
Q4 2023
Shares 127,862 Value ($000) $13,841 Avg Close — Range —