PIMCO ETF TR

Ticker: PMBS CUSIP: 72201R569 Class: MTG BKD SECS ACT

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q4 2025
Shares 18,489 Value ($000) $919 Avg Close Range
Q3 2025
Shares 11,836 Value ($000) $588 Avg Close Range