ISHARES TR

Ticker: IEI CUSIP: 464288661 Class: Fixed Income ETF

Sequent Planning LLC's Holding History (CIK: 0002009724)

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

Q4 2025
Shares 21,194 Value ($000) $2,529 Avg Close — Range —
Q3 2025
Shares 19,647 Value ($000) $2,348 Avg Close — Range —
Q2 2025
Shares 39,281 Value ($000) $4,678 Avg Close — Range —
Q1 2025
Shares 36,740 Value ($000) $4,340 Avg Close — Range —
Q4 2024
Shares 32,042 Value ($000) $3,702 Avg Close — Range —
Q3 2024
Shares 35,411 Value ($000) $4,235 Avg Close — Range —
Q2 2024
Shares 39,853 Value ($000) $4,572 Avg Close — Range —
Q1 2024
Shares 38,579 Value ($000) $4,468 Avg Close — Range —