PIMCO ETF TR

Ticker: BILZ CUSIP: 72201R577 Class: ULTRA SHORT GOVT

Heirloom Wealth Management's Holding History (CIK: 0001882903)

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

Q3 2025
Shares 2,591 Value ($000) $262 Avg Close — Range —
Q2 2025
Shares 4,073 Value ($000) $412 Avg Close — Range —
Q1 2025
Shares 2,542 Value ($000) $257 Avg Close — Range —
Q4 2024
Shares 2,590 Value ($000) $261 Avg Close — Range —
Q3 2024
Shares 2,589 Value ($000) $262 Avg Close — Range —
Q2 2024
Shares 2,589 Value ($000) $262 Avg Close — Range —
Q1 2024
Shares 22,989 Value ($000) $2,325 Avg Close — Range —
Q4 2023
Shares 2,128 Value ($000) $214 Avg Close — Range —