ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

Jessup Wealth Management, Inc's Holding History (CIK: 0001963536)

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

Q4 2025
Shares 114,509 Value ($000) $11,011 Avg Close — Range —
Q3 2025
Shares 109,125 Value ($000) $10,526 Avg Close — Range —
Q2 2025
Shares 95,184 Value ($000) $9,116 Avg Close — Range —
Q1 2025
Shares 99,253 Value ($000) $9,466 Avg Close — Range —
Q4 2024
Shares 55,635 Value ($000) $5,143 Avg Close — Range —