ISHARES TR

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

Heirloom Wealth Management's Holding History (CIK: 0001882903)

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

Q1 2025
Shares 1,836,810 Value ($000) $42,219 Avg Close — Range —
Q4 2024
Shares 1,712,880 Value ($000) $39,362 Avg Close — Range —
Q3 2024
Shares 1,758,366 Value ($000) $41,234 Avg Close — Range —
Q2 2024
Shares 1,713,165 Value ($000) $38,666 Avg Close — Range —
Q1 2024
Shares 1,506,280 Value ($000) $34,298 Avg Close — Range —
Q4 2023
Shares 1,319,549 Value ($000) $30,402 Avg Close — Range —
Q3 2023
Shares 1,591,598 Value ($000) $35,079 Avg Close — Range —