ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

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

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

Q4 2025
Shares 340,531 Value ($000) $15,848 Avg Close — Range —
Q3 2025
Shares 175,749 Value ($000) $8,209 Avg Close — Range —
Q2 2025
Shares 95,253 Value ($000) $4,404 Avg Close — Range —
Q1 2025
Shares 83,352 Value ($000) $3,841 Avg Close — Range —
Q4 2024
Shares 84,097 Value ($000) $3,801 Avg Close — Range —
Q3 2024
Shares 97,534 Value ($000) $4,596 Avg Close — Range —
Q2 2024
Shares 86,956 Value ($000) $3,932 Avg Close — Range —
Q1 2024
Shares 75,543 Value ($000) $3,444 Avg Close — Range —
Q4 2023
Shares 43,715 Value ($000) $2,014 Avg Close — Range —