ISHARES TR

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

SHEETS SMITH WEALTH MANAGEMENT's Holding History (CIK: 0001157436)

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

Q4 2025
Shares 40,305 Value ($000) $1,965 Avg Close — Range —
Q3 2025
Shares 28,010 Value ($000) $1,368 Avg Close — Range —
Q2 2025
Shares 27,010 Value ($000) $1,314 Avg Close — Range —
Q1 2025
Shares 24,450 Value ($000) $1,182 Avg Close — Range —
Q4 2024
Shares 20,990 Value ($000) $1,003 Avg Close — Range —
Q3 2024
Shares 21,130 Value ($000) $1,029 Avg Close — Range —
Q2 2024
Shares 19,475 Value ($000) $923 Avg Close — Range —
Q1 2024
Shares 14,740 Value ($000) $699 Avg Close — Range —