PIMCO ETF TR

Ticker: SMMU CUSIP: 72201R874 Class: SHTRM MUN BD ACT

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 48,063 Value ($000) $2,424 Avg Close — Range —
Q3 2025
Shares 48,316 Value ($000) $2,443 Avg Close — Range —
Q2 2025
Shares 50,017 Value ($000) $2,509 Avg Close — Range —
Q1 2025
Shares 53,160 Value ($000) $2,659 Avg Close — Range —
Q4 2024
Shares 49,042 Value ($000) $2,444 Avg Close — Range —
Q3 2024
Shares 46,106 Value ($000) $2,328 Avg Close — Range —
Q2 2024
Shares 44,096 Value ($000) $2,199 Avg Close — Range —
Q1 2024
Shares 42,695 Value ($000) $2,130 Avg Close — Range —