ISHARES TR

Ticker: TLT CUSIP: 464287432 Class: 20 YR TR BD ETF

Sequent Planning LLC's Holding History (CIK: 0002009724)

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

Q4 2025
Shares 3,832 Value ($000) $334 Avg Close — Range —
Q3 2025
Shares 3,101 Value ($000) $277 Avg Close — Range —
Q2 2025
Shares 3,071 Value ($000) $271 Avg Close — Range —
Q1 2025
Shares 3,664 Value ($000) $334 Avg Close — Range —
Q2 2024
Shares 4,452 Value ($000) $400 Avg Close — Range —
Q1 2024
Shares 4,565 Value ($000) $432 Avg Close — Range —