ISHARES U S ETF TR

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

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

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

Q4 2025
Shares 51,438 Value ($000) $2,628 Avg Close — Range —
Q3 2025
Shares 53,240 Value ($000) $2,730 Avg Close — Range —
Q2 2025
Shares 58,249 Value ($000) $2,977 Avg Close — Range —
Q1 2025
Shares 60,343 Value ($000) $3,070 Avg Close — Range —
Q4 2024
Shares 59,420 Value ($000) $3,001 Avg Close — Range —
Q3 2024
Shares 143,794 Value ($000) $7,368 Avg Close — Range —
Q2 2024
Shares 52,864 Value ($000) $2,661 Avg Close — Range —
Q1 2024
Shares 50,691 Value ($000) $2,558 Avg Close — Range —
Q4 2023
Shares 90,139 Value ($000) $5 Avg Close — Range —
Q3 2023
Shares 113 Value ($000) $0 Avg Close — Range —
Q1 2022
Shares 6,390 Value ($000) $317 Avg Close — Range —
Q3 2021
Shares 44,885 Value ($000) $2,250 Avg Close — Range —
Q2 2021
Shares 48,486 Value ($000) $2,432 Avg Close — Range —
Q4 2020
Shares 53,358 Value ($000) $2,675 Avg Close — Range —
Q3 2020
Shares 51,403 Value ($000) $2,579 Avg Close — Range —
Q2 2020
Shares 55,388 Value ($000) $2,769 Avg Close — Range —
Q1 2020
Shares 169,074 Value ($000) $8,198 Avg Close — Range —
Q4 2019
Shares 151,679 Value ($000) $7,622 Avg Close — Range —