ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

waypoint wealth counsel's Holding History (CIK: 0001807909)

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

Q4 2025
Shares 18,853 Value ($000) $1,813 Avg Close — Range —
Q3 2025
Shares 18,922 Value ($000) $1,825 Avg Close — Range —
Q2 2025
Shares 18,840 Value ($000) $1,804 Avg Close — Range —
Q1 2025
Shares 18,750 Value ($000) $1,788 Avg Close — Range —
Q4 2024
Shares 18,700 Value ($000) $1,729 Avg Close — Range —
Q3 2024
Shares 16,280 Value ($000) $1,597 Avg Close — Range —
Q2 2024
Shares 17,540 Value ($000) $1,643 Avg Close — Range —
Q1 2024
Shares 18,225 Value ($000) $1,725 Avg Close — Range —
Q4 2023
Shares 11,015 Value ($000) $1,062 Avg Close — Range —
Q3 2023
Shares 2,962 Value ($000) $271 Avg Close — Range —