ISHARES U S ETF TR

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

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

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

Q4 2025
Shares 40,413 Value ($000) $2,065 Avg Close — Range —
Q3 2025
Shares 40,413 Value ($000) $2,072 Avg Close — Range —
Q2 2025
Shares 40,413 Value ($000) $2,065 Avg Close — Range —
Q1 2025
Shares 43,163 Value ($000) $2,196 Avg Close — Range —
Q4 2024
Shares 43,163 Value ($000) $2,180 Avg Close — Range —
Q3 2024
Shares 43,163 Value ($000) $2,212 Avg Close — Range —
Q2 2024
Shares 43,163 Value ($000) $2,172 Avg Close — Range —
Q1 2024
Shares 43,163 Value ($000) $2,178 Avg Close — Range —
Q4 2023
Shares 43,163 Value ($000) $2,181 Avg Close — Range —
Q3 2023
Shares 43,163 Value ($000) $2,153 Avg Close — Range —
Q2 2023
Shares 45,913 Value ($000) $2,283 Avg Close — Range —
Q1 2023
Shares 53,510 Value ($000) $2,654 Avg Close — Range —
Q4 2022
Shares 91,434 Value ($000) $4,505 Avg Close — Range —
Q3 2022
Shares 148,884 Value ($000) $7,334 Avg Close — Range —
Q2 2022
Shares 157,639 Value ($000) $7,765 Avg Close — Range —
Q1 2022
Shares 320,784 Value ($000) $15,901 Avg Close — Range —
Q4 2021
Shares 325,845 Value ($000) $16,276 Avg Close — Range —
Q3 2021
Shares 336,264 Value ($000) $16,860 Avg Close — Range —
Q2 2021
Shares 343,643 Value ($000) $17,239 Avg Close — Range —
Q1 2021
Shares 321,327 Value ($000) $16,127 Avg Close — Range —
Q4 2020
Shares 323,929 Value ($000) $16,252 Avg Close — Range —
Q3 2020
Shares 326,016 Value ($000) $16,337 Avg Close — Range —
Q2 2020
Shares 310,224 Value ($000) $15,514 Avg Close — Range —
Q1 2020
Shares 317,043 Value ($000) $15,373 Avg Close — Range —
Q4 2019
Shares 319,689 Value ($000) $16,064 Avg Close — Range —
Q3 2019
Shares 304,735 Value ($000) $15,340 Avg Close — Range —
Q2 2019
Shares 312,981 Value ($000) $15,752 Avg Close — Range —
Q1 2019
Shares 306,344 Value ($000) $15,391 Avg Close — Range —
Q4 2018
Shares 306,165 Value ($000) $15,262 Avg Close — Range —
Q3 2018
Shares 293,583 Value ($000) $14,733 Avg Close — Range —
Q2 2018
Shares 260,490 Value ($000) $13,069 Avg Close — Range —
Q1 2018
Shares 350,249 Value ($000) $17,569 Avg Close — Range —
Q4 2017
Shares 317,065 Value ($000) $15,891 Avg Close — Range —
Q3 2017
Shares 257,430 Value ($000) $12,946 Avg Close — Range —
Q2 2017
Shares 171,697 Value ($000) $8,631 Avg Close — Range —
Q1 2017
Shares 110,191 Value ($000) $5,537 Avg Close — Range —
Q4 2016
Shares 95,564 Value ($000) $4,795 Avg Close — Range —
Q3 2016
Shares 85,351 Value ($000) $4,284 Avg Close — Range —
Q2 2016
Shares 10,990 Value ($000) $551 Avg Close — Range —
Q1 2016
Shares 10,990 Value ($000) $550 Avg Close — Range —
Q4 2015
Shares 10,990 Value ($000) $550 Avg Close — Range —
Q3 2015
Shares 4,990 Value ($000) $249 Avg Close — Range —
Q2 2015
Shares 4,990 Value ($000) $250 Avg Close — Range —
Q1 2015
Shares 1,990 Value ($000) $100 Avg Close — Range —
Q4 2014
Shares 1,990 Value ($000) $99 Avg Close — Range —