ISHARES TR

Ticker: PFF CUSIP: 464288687 Class: PFD AND INCM SEC

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 14,284 Value ($000) $442 Avg Close — Range —
Q3 2025
Shares 22,621 Value ($000) $715 Avg Close — Range —
Q2 2025
Shares 24,937 Value ($000) $765 Avg Close — Range —
Q1 2025
Shares 245,164 Value ($000) $7,534 Avg Close — Range —
Q4 2024
Shares 11,152 Value ($000) $351 Avg Close — Range —
Q3 2024
Shares 10,542 Value ($000) $350 Avg Close — Range —
Q2 2024
Shares 11,582 Value ($000) $365 Avg Close — Range —
Q1 2024
Shares 10,804 Value ($000) $348 Avg Close — Range —
Q4 2023
Shares 9,052 Value ($000) $282 Avg Close — Range —
Q3 2023
Shares 17,854 Value ($000) $538 Avg Close — Range —
Q2 2023
Shares 18,415 Value ($000) $570 Avg Close — Range —
Q1 2023
Shares 19,287 Value ($000) $602 Avg Close — Range —
Q4 2022
Shares 14,048 Value ($000) $429 Avg Close — Range —
Q3 2022
Shares 16,005 Value ($000) $507 Avg Close — Range —
Q2 2022
Shares 12,634 Value ($000) $415 Avg Close — Range —
Q1 2022
Shares 24,869 Value ($000) $906 Avg Close — Range —
Q4 2021
Shares 233,534 Value ($000) $9,208 Avg Close — Range —
Q3 2021
Shares 187,164 Value ($000) $7,264 Avg Close — Range —
Q2 2021
Shares 176,539 Value ($000) $6,944 Avg Close — Range —
Q1 2021
Shares 157,918 Value ($000) $6,064 Avg Close — Range —