ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

Cadence Wealth Management LLC's Holding History (CIK: 0001845250)

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

Q4 2025
Shares 83,054 Value ($000) $7,986 Avg Close — Range —
Q3 2025
Shares 146,531 Value ($000) $14,134 Avg Close — Range —
Q2 2025
Shares 122,712 Value ($000) $11,752 Avg Close — Range —
Q1 2025
Shares 119,079 Value ($000) $11,357 Avg Close — Range —
Q4 2024
Shares 68,002 Value ($000) $6,287 Avg Close — Range —