ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

Kelman-Lazarov, Inc.'s Holding History (CIK: 0001672067)

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

Q4 2025
Shares 244,345 Value ($000) $23,266 Avg Close — Range —
Q3 2025
Shares 226,553 Value ($000) $21,556 Avg Close — Range —
Q2 2025
Shares 213,084 Value ($000) $20,006 Avg Close — Range —
Q1 2025
Shares 207,381 Value ($000) $19,448 Avg Close — Range —
Q4 2024
Shares 159,356 Value ($000) $14,610 Avg Close — Range —
Q3 2024
Shares 141,654 Value ($000) $13,572 Avg Close — Range —
Q2 2024
Shares 128,032 Value ($000) $11,755 Avg Close — Range —
Q1 2024
Shares 87,755 Value ($000) $8,110 Avg Close — Range —
Q4 2023
Shares 67,041 Value ($000) $6,307 Avg Close — Range —
Q3 2023
Shares 3,232 Value ($000) $287 Avg Close — Range —