ISHARES TR

Ticker: ITB CUSIP: 464288752 Class: Exchange Traded Fund

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 7,609 Value ($000) $733 Avg Close — Range —
Q3 2025
Shares 7,690 Value ($000) $825 Avg Close — Range —
Q2 2025
Shares 6,232 Value ($000) $581 Avg Close — Range —
Q1 2025
Shares 7,204 Value ($000) $686 Avg Close — Range —
Q4 2024
Shares 11,896 Value ($000) $1,230 Avg Close — Range —
Q3 2024
Shares 3,727 Value ($000) $474 Avg Close — Range —