ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q3 2025
Shares 3,012 Value ($000) $333 Avg Close — Range —
Q2 2025
Shares 3,664 Value ($000) $405 Avg Close — Range —
Q1 2025
Shares 6,999 Value ($000) $773 Avg Close — Range —
Q4 2024
Shares 8,598 Value ($000) $947 Avg Close — Range —
Q3 2024
Shares 8,464 Value ($000) $936 Avg Close — Range —
Q2 2024
Shares 8,357 Value ($000) $923 Avg Close — Range —
Q1 2024
Shares 8,748 Value ($000) $967 Avg Close — Range —
Q4 2023
Shares 9,445 Value ($000) $1,040 Avg Close — Range —
Q3 2023
Shares 9,284 Value ($000) $1,026 Avg Close — Range —
Q2 2023
Shares 9,207 Value ($000) $1,014 Avg Close — Range —
Q1 2023
Shares 9,100 Value ($000) $1,006 Avg Close — Range —