NUSHARES ETF TR

Ticker: NULV CUSIP: 67092P300 Class: NUVEEN ESG LRGVL

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

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

Q4 2025
Shares 4,870 Value ($000) $219 Avg Close — Range —
Q3 2025
Shares 12,792 Value ($000) $561 Avg Close — Range —
Q2 2025
Shares 12,792 Value ($000) $536 Avg Close — Range —
Q1 2025
Shares 12,871 Value ($000) $521 Avg Close — Range —
Q4 2024
Shares 16,628 Value ($000) $655 Avg Close — Range —
Q3 2024
Shares 21,423 Value ($000) $894 Avg Close — Range —
Q2 2024
Shares 50,781 Value ($000) $1,919 Avg Close — Range —
Q1 2024
Shares 75,028 Value ($000) $2,916 Avg Close — Range —
Q4 2023
Shares 97,545 Value ($000) $3,503 Avg Close — Range —
Q3 2023
Shares 124,376 Value ($000) $4,178 Avg Close — Range —
Q2 2023
Shares 137,269 Value ($000) $4,756 Avg Close — Range —
Q1 2023
Shares 130,082 Value ($000) $4,432 Avg Close — Range —
Q4 2022
Shares 132,400 Value ($000) $4,533 Avg Close — Range —
Q3 2022
Shares 127,817 Value ($000) $3,946 Avg Close — Range —
Q2 2022
Shares 136,333 Value ($000) $4,551 Avg Close — Range —
Q1 2022
Shares 124,157 Value ($000) $4,722 Avg Close — Range —
Q4 2021
Shares 106,318 Value ($000) $4,133 Avg Close — Range —
Q3 2021
Shares 66,421 Value ($000) $2,490 Avg Close — Range —
Q2 2021
Shares 34,640 Value ($000) $1,308 Avg Close — Range —