ISHARES TR

Ticker: IDV CUSIP: 464288448 Class: INTL SEL DIV ETF

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

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

Q4 2025
Shares 23,974 Value ($000) $946 Avg Close — Range —
Q3 2025
Shares 16,276 Value ($000) $595 Avg Close — Range —
Q2 2025
Shares 12,135 Value ($000) $418 Avg Close — Range —