ISHARES U S ETF TR

Ticker: NEAR CUSIP: 46431W507 Class: BLACKROCK ST MAT

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 259,344 Value ($000) $13,252 Avg Close — Range —
Q3 2025
Shares 243,254 Value ($000) $12,474 Avg Close — Range —
Q2 2025
Shares 108,752 Value ($000) $5,557 Avg Close — Range —
Q1 2025
Shares 105,809 Value ($000) $5,383 Avg Close — Range —
Q4 2024
Shares 107,193 Value ($000) $5,413 Avg Close — Range —
Q3 2024
Shares 109,830 Value ($000) $5,628 Avg Close — Range —
Q2 2024
Shares 110,543 Value ($000) $5,564 Avg Close — Range —
Q1 2024
Shares 112,583 Value ($000) $5,681 Avg Close — Range —
Q4 2023
Shares 128,055 Value ($000) $6,469 Avg Close — Range —
Q3 2023
Shares 140,242 Value ($000) $6,997 Avg Close — Range —
Q2 2023
Shares 174,101 Value ($000) $8,656 Avg Close — Range —
Q1 2023
Shares 119,963 Value ($000) $5,950 Avg Close — Range —
Q4 2022
Shares 136,061 Value ($000) $6,704 Avg Close — Range —
Q3 2022
Shares 137,197 Value ($000) $6,758 Avg Close — Range —
Q2 2022
Shares 145,433 Value ($000) $7,164 Avg Close — Range —