ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 2,205 Value ($000) $211 Avg Close — Range —
Q3 2025
Shares 2,112 Value ($000) $203 Avg Close — Range —
Q1 2025
Shares 4,311 Value ($000) $403 Avg Close — Range —
Q4 2024
Shares 4,430 Value ($000) $405 Avg Close — Range —
Q3 2024
Shares 4,424 Value ($000) $426 Avg Close — Range —
Q2 2024
Shares 4,401 Value ($000) $414 Avg Close — Range —
Q1 2024
Shares 4,284 Value ($000) $391 Avg Close — Range —
Q4 2023
Shares 4,810 Value ($000) $457 Avg Close — Range —
Q3 2023
Shares 4,266 Value ($000) $379 Avg Close — Range —
Q2 2023
Shares 3,913 Value ($000) $378 Avg Close — Range —
Q1 2023
Shares 3,760 Value ($000) $370 Avg Close — Range —
Q4 2022
Shares 3,821 Value ($000) $371 Avg Close — Range —