ISHARES U S ETF TR

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

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 169,543 Value ($000) $8,664 Avg Close — Range —
Q3 2025
Shares 78,927 Value ($000) $4,047 Avg Close — Range —
Q2 2025
Shares 27,438 Value ($000) $1,402 Avg Close — Range —
Q1 2025
Shares 13,774 Value ($000) $701 Avg Close — Range —
Q4 2024
Shares 11,592 Value ($000) $585 Avg Close — Range —
Q3 2024
Shares 12,383 Value ($000) $634 Avg Close — Range —
Q2 2024
Shares 13,051 Value ($000) $657 Avg Close — Range —
Q1 2024
Shares 10,765 Value ($000) $543 Avg Close — Range —
Q4 2023
Shares 10,074 Value ($000) $509 Avg Close — Range —