ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q4 2025
Shares 24,660 Value ($000) $2,475 Avg Close — Range —
Q3 2025
Shares 26,960 Value ($000) $2,715 Avg Close — Range —
Q2 2025
Shares 18,321 Value ($000) $1,845 Avg Close — Range —
Q3 2024
Shares 25 Value ($000) $3 Avg Close — Range —
Q2 2024
Shares 25 Value ($000) $3 Avg Close — Range —
Q1 2024
Shares 25 Value ($000) $3 Avg Close — Range —
Q4 2023
Shares 29 Value ($000) $3 Avg Close — Range —