ISHARES TR

Ticker: ISTB CUSIP: 46432F859 Class: CORE 1 5 YR USD

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 4,563 Value ($000) $222 Avg Close — Range —
Q3 2025
Shares 4,767 Value ($000) $233 Avg Close — Range —
Q2 2025
Shares 4,767 Value ($000) $232 Avg Close — Range —
Q1 2025
Shares 5,219 Value ($000) $252 Avg Close — Range —
Q4 2024
Shares 5,219 Value ($000) $249 Avg Close — Range —
Q3 2024
Shares 5,322 Value ($000) $259 Avg Close — Range —
Q2 2024
Shares 5,322 Value ($000) $252 Avg Close — Range —
Q1 2024
Shares 5,322 Value ($000) $252 Avg Close — Range —
Q4 2023
Shares 5,322 Value ($000) $253 Avg Close — Range —
Q3 2023
Shares 5,322 Value ($000) $247 Avg Close — Range —
Q2 2023
Shares 5,880 Value ($000) $274 Avg Close — Range —
Q1 2023
Shares 14,078 Value ($000) $664 Avg Close — Range —
Q4 2022
Shares 129,072 Value ($000) $5,994 Avg Close — Range —
Q3 2022
Shares 135,140 Value ($000) $6,230 Avg Close — Range —