ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

Sound Financial Strategies Group, LLC's Holding History (CIK: 0001800620)

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

Q4 2025
Shares 143,321 Value ($000) $13,782 Avg Close — Range —
Q3 2025
Shares 146,647 Value ($000) $14,146 Avg Close — Range —
Q2 2025
Shares 145,123 Value ($000) $13,898 Avg Close — Range —
Q1 2025
Shares 106,171 Value ($000) $10,126 Avg Close — Range —
Q4 2024
Shares 181,834 Value ($000) $16,811 Avg Close — Range —
Q3 2024
Shares 192,160 Value ($000) $18,855 Avg Close — Range —
Q1 2024
Shares 58 Value ($000) $5 Avg Close — Range —
Q4 2023
Shares 58 Value ($000) $6 Avg Close — Range —
Q2 2023
Shares 3,102 Value ($000) $300 Avg Close — Range —
Q1 2023
Shares 745,433 Value ($000) $73,887 Avg Close — Range —
Q4 2020
Shares 928 Value ($000) $111 Avg Close — Range —
Q3 2020
Shares 70,552 Value ($000) $8,595 Avg Close — Range —
Q2 2020
Shares 71,922 Value ($000) $8,765 Avg Close — Range —
Q1 2020
Shares 71,279 Value ($000) $8,659 Avg Close — Range —