ISHARES TR

Ticker: IMTB CUSIP: 46435G417 Class: CR 5 10 YR ETF

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

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

Q4 2025
Shares 6,511 Value ($000) $288 Avg Close — Range —
Q3 2025
Shares 6,747 Value ($000) $298 Avg Close — Range —
Q2 2025
Shares 7,298 Value ($000) $318 Avg Close — Range —
Q1 2025
Shares 15,197 Value ($000) $660 Avg Close — Range —
Q4 2024
Shares 15,316 Value ($000) $650 Avg Close — Range —
Q3 2024
Shares 11,841 Value ($000) $527 Avg Close — Range —