ISHARES TR

Ticker: SUB CUSIP: 464288158 Class: SHRT NAT MUN ETF

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

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

Q4 2025
Shares 10,205 Value ($000) $1,089 Avg Close — Range —
Q3 2025
Shares 7,293 Value ($000) $779 Avg Close — Range —
Q2 2025
Shares 6,067 Value ($000) $645 Avg Close — Range —
Q1 2025
Shares 2,771 Value ($000) $293 Avg Close — Range —
Q4 2024
Shares 4,675 Value ($000) $493 Avg Close — Range —
Q3 2024
Shares 2,797 Value ($000) $297 Avg Close — Range —
Q2 2024
Shares 2,705 Value ($000) $283 Avg Close — Range —
Q1 2024
Shares 3,659 Value ($000) $383 Avg Close — Range —
Q4 2023
Shares 7,925 Value ($000) $836 Avg Close — Range —