ISHARES U S ETF TR

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

Core Wealth Advisors, Inc.'s Holding History (CIK: 0001770532)

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

Q4 2025
Shares 17,291 Value ($000) $884 Avg Close — Range —
Q3 2025
Shares 17,158 Value ($000) $880 Avg Close — Range —
Q2 2025
Shares 17,158 Value ($000) $877 Avg Close — Range —
Q1 2025
Shares 17,158 Value ($000) $873 Avg Close — Range —
Q4 2024
Shares 16,733 Value ($000) $845 Avg Close — Range —
Q3 2024
Shares 14,762 Value ($000) $756 Avg Close — Range —
Q2 2024
Shares 14,762 Value ($000) $743 Avg Close — Range —
Q1 2024
Shares 13,767 Value ($000) $695 Avg Close — Range —
Q4 2023
Shares 13,767 Value ($000) $696 Avg Close — Range —
Q3 2023
Shares 13,767 Value ($000) $687 Avg Close — Range —
Q2 2023
Shares 12,555 Value ($000) $624 Avg Close — Range —
Q1 2023
Shares 9,382 Value ($000) $465 Avg Close — Range —
Q4 2022
Shares 1,508 Value ($000) $74 Avg Close — Range —