PIMCO ETF TR

Ticker: PRFD CUSIP: 72201R619 Class: PREFERRED AND CP

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

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

Q4 2025
Shares 14,472 Value ($000) $745 Avg Close — Range —
Q3 2025
Shares 9,077 Value ($000) $470 Avg Close — Range —
Q2 2025
Shares 7,288 Value ($000) $371 Avg Close — Range —
Q1 2025
Shares 5,397 Value ($000) $273 Avg Close — Range —
Q1 2024
Shares 2,393 Value ($000) $119 Avg Close — Range —