ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC's Holding History (CIK: 0001005607)

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

Q1 2025
Shares 1,280 Value ($000) $219 Avg Close — Range —
Q4 2024
Shares 1,280 Value ($000) $228 Avg Close — Range —
Q3 2024
Shares 2,117 Value ($000) $380 Avg Close — Range —
Q2 2024
Shares 1,280 Value ($000) $219 Avg Close — Range —
Q1 2024
Shares 1,280 Value ($000) $210 Avg Close — Range —
Q4 2023
Shares 1,393 Value ($000) $205 Avg Close — Range —
Q1 2022
Shares 1,690 Value ($000) $228 Avg Close — Range —
Q4 2021
Shares 1,716 Value ($000) $250 Avg Close — Range —
Q3 2021
Shares 1,716 Value ($000) $226 Avg Close — Range —
Q2 2021
Shares 2,713 Value ($000) $360 Avg Close — Range —
Q1 2021
Shares 2,226 Value ($000) $271 Avg Close — Range —
Q4 2020
Shares 1,864 Value ($000) $217 Avg Close — Range —