ISHARES TR

Ticker: CMF CUSIP: 464288356 Class: ETF

Brio Consultants, LLC's Holding History (CIK: 0001747799)

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

Q4 2025
Shares 198,177 Value ($000) $11,387 Avg Close — Range —
Q3 2025
Shares 186,891 Value ($000) $10,660 Avg Close — Range —
Q2 2025
Shares 199,252 Value ($000) $11,106 Avg Close — Range —
Q1 2025
Shares 338,944 Value ($000) $19,076 Avg Close — Range —
Q4 2024
Shares 411,854 Value ($000) $23,591 Avg Close — Range —
Q3 2024
Shares 408,320 Value ($000) $23,727 Avg Close — Range —
Q2 2024
Shares 340,997 Value ($000) $19,396 Avg Close — Range —
Q1 2024
Shares 304,140 Value ($000) $17,500 Avg Close — Range —
Q4 2023
Shares 278,516 Value ($000) $16,137 Avg Close — Range —
Q3 2023
Shares 511,684 Value ($000) $28,061 Avg Close — Range —
Q2 2023
Shares 485,517 Value ($000) $27,650 Avg Close — Range —
Q1 2023
Shares 484,650 Value ($000) $27,829 Avg Close — Range —
Q4 2022
Shares 474,655 Value ($000) $26,633 Avg Close — Range —
Q3 2022
Shares 449,642 Value ($000) $24,303 Avg Close — Range —
Q1 2022
Shares 7,735 Value ($000) $450 Avg Close — Range —