ISHARES TR

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

BIRCH FINANCIAL GROUP, LLC's Holding History (CIK: 0002083592)

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

Q4 2025
Shares 12,030 Value ($000) $1,326 Avg Close — Range —
Q3 2025
Shares 11,495 Value ($000) $1,281 Avg Close — Range —
Q2 2025
Shares 10,142 Value ($000) $1,112 Avg Close — Range —
Q1 2025
Shares 7,212 Value ($000) $784 Avg Close — Range —
Q4 2024
Shares 2,984 Value ($000) $319 Avg Close — Range —