ISHARES TR

Ticker: CMF CUSIP: 464288356 Class: ETF

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

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

Q4 2024
Shares 16,993 Value ($000) $973 Avg Close — Range —
Q3 2024
Shares 16,993 Value ($000) $987 Avg Close — Range —
Q2 2024
Shares 16,993 Value ($000) $967 Avg Close — Range —
Q1 2024
Shares 16,993 Value ($000) $978 Avg Close — Range —
Q4 2023
Shares 10,910 Value ($000) $632 Avg Close — Range —
Q3 2023
Shares 7,137 Value ($000) $391 Avg Close — Range —
Q2 2023
Shares 6,995 Value ($000) $398 Avg Close — Range —
Q1 2023
Shares 6,995 Value ($000) $402 Avg Close — Range —
Q2 2022
Shares 9,147 Value ($000) $516 Avg Close — Range —
Q1 2022
Shares 14,939 Value ($000) $869 Avg Close — Range —
Q4 2021
Shares 8,177 Value ($000) $510 Avg Close — Range —