ISHARES U S ETF TR

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

Outlook Wealth Advisors, LLC's Holding History (CIK: 0001767151)

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

Q1 2024
Shares 99,718 Value ($000) $5,032 Avg Close — Range —
Q4 2023
Shares 91,521 Value ($000) $4,624 Avg Close — Range —
Q3 2023
Shares 99,687 Value ($000) $4,973 Avg Close — Range —
Q2 2023
Shares 101,811 Value ($000) $5,062 Avg Close — Range —
Q1 2023
Shares 107,314 Value ($000) $5,323 Avg Close — Range —
Q4 2020
Shares 4,651 Value ($000) $233 Avg Close — Range —
Q3 2020
Shares 94,273 Value ($000) $4,724 Avg Close — Range —
Q2 2020
Shares 85,356 Value ($000) $4,269 Avg Close — Range —
Q1 2020
Shares 159,266 Value ($000) $7,723 Avg Close — Range —