ISHARES TR

Ticker: LQD CUSIP: 464287242 Class: IBOXX INV CP ETF

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 4,453 Value ($000) $491 Avg Close — Range —
Q3 2025
Shares 4,741 Value ($000) $528 Avg Close — Range —
Q2 2025
Shares 4,741 Value ($000) $520 Avg Close — Range —
Q1 2025
Shares 4,753 Value ($000) $517 Avg Close — Range —
Q4 2024
Shares 4,753 Value ($000) $508 Avg Close — Range —
Q3 2024
Shares 4,911 Value ($000) $555 Avg Close — Range —
Q2 2024
Shares 4,919 Value ($000) $527 Avg Close — Range —
Q1 2024
Shares 8,223 Value ($000) $896 Avg Close — Range —
Q4 2023
Shares 8,223 Value ($000) $910 Avg Close — Range —
Q3 2023
Shares 8,755 Value ($000) $893 Avg Close — Range —
Q2 2023
Shares 8,755 Value ($000) $947 Avg Close — Range —
Q1 2023
Shares 8,755 Value ($000) $960 Avg Close — Range —
Q4 2022
Shares 8,755 Value ($000) $923 Avg Close — Range —
Q3 2022
Shares 8,996 Value ($000) $922 Avg Close — Range —