PIMCO ETF TR

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

Kelman-Lazarov, Inc.'s Holding History (CIK: 0001672067)

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

Q4 2025
Shares 138,186 Value ($000) $6,969 Avg Close — Range —
Q3 2025
Shares 134,812 Value ($000) $6,817 Avg Close — Range —
Q2 2025
Shares 119,464 Value ($000) $5,994 Avg Close — Range —
Q1 2025
Shares 104,895 Value ($000) $5,247 Avg Close — Range —
Q4 2024
Shares 92,189 Value ($000) $4,595 Avg Close — Range —
Q3 2024
Shares 78,839 Value ($000) $3,981 Avg Close — Range —
Q2 2024
Shares 77,076 Value ($000) $3,844 Avg Close — Range —
Q1 2024
Shares 74,475 Value ($000) $3,716 Avg Close — Range —
Q4 2023
Shares 68,815 Value ($000) $3,443 Avg Close — Range —
Q3 2023
Shares 50,576 Value ($000) $2,476 Avg Close — Range —
Q2 2023
Shares 30,980 Value ($000) $1,534 Avg Close — Range —
Q1 2023
Shares 22,806 Value ($000) $1,135 Avg Close — Range —