ISHARES TR

Ticker: GOVT CUSIP: 46429B267 Class: US TREAS BD ETF

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

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

Q4 2025
Shares 639,725 Value ($000) $14,730 Avg Close — Range —
Q3 2025
Shares 580,067 Value ($000) $13,411 Avg Close — Range —
Q2 2025
Shares 559,527 Value ($000) $12,858 Avg Close — Range —
Q1 2025
Shares 553,886 Value ($000) $12,731 Avg Close — Range —
Q4 2024
Shares 538,128 Value ($000) $12,366 Avg Close — Range —
Q3 2024
Shares 516,256 Value ($000) $12,106 Avg Close — Range —
Q2 2024
Shares 512,256 Value ($000) $11,562 Avg Close — Range —
Q1 2024
Shares 508,980 Value ($000) $11,589 Avg Close — Range —
Q4 2023
Shares 402,435 Value ($000) $9,272 Avg Close — Range —
Q3 2023
Shares 356,882 Value ($000) $7,866 Avg Close — Range —
Q2 2023
Shares 323,390 Value ($000) $7,406 Avg Close — Range —
Q1 2023
Shares 318,270 Value ($000) $7,441 Avg Close — Range —
Q4 2022
Shares 314,204 Value ($000) $7,139 Avg Close — Range —
Q3 2022
Shares 307,688 Value ($000) $6,951 Avg Close — Range —
Q2 2022
Shares 340,833 Value ($000) $8,146 Avg Close — Range —
Q1 2022
Shares 356,813 Value ($000) $8,888 Avg Close — Range —
Q4 2021
Shares 358,066 Value ($000) $9,553 Avg Close — Range —