ISHARES TR

Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH

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

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

Q4 2025
Shares 133,788 Value ($000) $9,288 Avg Close — Range —
Q3 2025
Shares 47,481 Value ($000) $3,233 Avg Close — Range —
Q2 2025
Shares 37,006 Value ($000) $2,366 Avg Close — Range —
Q1 2025
Shares 35,288 Value ($000) $2,180 Avg Close — Range —
Q4 2024
Shares 35,904 Value ($000) $2,202 Avg Close — Range —
Q3 2024
Shares 29,822 Value ($000) $1,870 Avg Close — Range —
Q2 2024
Shares 28,946 Value ($000) $1,668 Avg Close — Range —
Q1 2024
Shares 11,413 Value ($000) $663 Avg Close — Range —
Q4 2023
Shares 22,028 Value ($000) $1,186 Avg Close — Range —