ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

Principia Wealth Advisory, LLC's Holding History (CIK: 0002041436)

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

Q4 2025
Shares 20,092 Value ($000) $2,213 Avg Close — Range —
Q3 2025
Shares 22,081 Value ($000) $2,440 Avg Close — Range —
Q2 2025
Shares 30,646 Value ($000) $3,384 Avg Close — Range —
Q1 2025
Shares 32,308 Value ($000) $3,560 Avg Close — Range —
Q4 2024
Shares 26,344 Value ($000) $2,901 Avg Close — Range —