KCFA

Key Client Fiduciary Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-22,436	Closed	-$514K	–	174
2023 Q2	$514K	Buy	22,436 +4,940	+28%	+$113K	0.3%	74
2023 Q1	$409K	Buy	+17,496	New	+$409K	0.26%	90