ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 7,489 Value ($000) $825 Avg Close — Range —
Q3 2025
Shares 7,019 Value ($000) $776 Avg Close — Range —
Q2 2025
Shares 8,570 Value ($000) $946 Avg Close — Range —
Q1 2025
Shares 22,308 Value ($000) $1,319 Avg Close — Range —
Q4 2024
Shares 20,220 Value ($000) $2,226 Avg Close — Range —
Q3 2024
Shares 12,887 Value ($000) $1,426 Avg Close — Range —
Q2 2024
Shares 23,586 Value ($000) $2,606 Avg Close — Range —
Q1 2024
Shares 22,641 Value ($000) $2,503 Avg Close — Range —
Q4 2023
Shares 21,980 Value ($000) $2,421 Avg Close — Range —
Q3 2023
Shares 23,976 Value ($000) $2,649 Avg Close — Range —