ISHARES U S ETF TR

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

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q4 2025
Shares 747 Value ($000) $38 Avg Close — Range —
Q3 2025
Shares 747 Value ($000) $38 Avg Close — Range —
Q2 2025
Shares 747 Value ($000) $38 Avg Close — Range —
Q1 2025
Shares 747 Value ($000) $38 Avg Close — Range —
Q4 2024
Shares 747 Value ($000) $38 Avg Close — Range —
Q3 2024
Shares 2,077 Value ($000) $106 Avg Close — Range —
Q2 2024
Shares 3,553 Value ($000) $179 Avg Close — Range —
Q1 2024
Shares 3,572 Value ($000) $180 Avg Close — Range —
Q4 2023
Shares 4,032 Value ($000) $204 Avg Close — Range —
Q3 2023
Shares 5,241 Value ($000) $261 Avg Close — Range —
Q2 2023
Shares 7,137 Value ($000) $355 Avg Close — Range —
Q4 2022
Shares 10,292 Value ($000) $507 Avg Close — Range —