Kovitz Investment Group Partners’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$235K	Hold	3,500	–	–	﹤0.01%	1222
2025 Q1	$251K	Buy	+3,500	New	+$251K	﹤0.01%	1100