ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

Intergy Private Wealth, LLC's Holding History (CIK: 0001911342)

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

Q4 2025
Shares 4,074 Value ($000) $449 Avg Close — Range —
Q3 2025
Shares 4,039 Value ($000) $446 Avg Close — Range —
Q2 2025
Shares 3,991 Value ($000) $441 Avg Close — Range —
Q1 2025
Shares 3,466 Value ($000) $383 Avg Close — Range —
Q4 2024
Shares 3,345 Value ($000) $368 Avg Close — Range —
Q3 2024
Shares 3,323 Value ($000) $368 Avg Close — Range —
Q2 2024
Shares 3,043 Value ($000) $336 Avg Close — Range —
Q1 2024
Shares 2,568 Value ($000) $284 Avg Close — Range —
Q4 2023
Shares 2,568 Value ($000) $283 Avg Close — Range —
Q3 2023
Shares 2,518 Value ($000) $278 Avg Close — Range —