ISHARES TR

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

Charter Oak Capital Management, LLC's Holding History (CIK: 0001810720)

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

Q4 2025
Shares 30,867 Value ($000) $1,505 Avg Close — Range —
Q3 2025
Shares 37,265 Value ($000) $1,820 Avg Close — Range —
Q2 2025
Shares 37,200 Value ($000) $1,810 Avg Close — Range —
Q1 2025
Shares 37,142 Value ($000) $1,796 Avg Close — Range —
Q4 2024
Shares 39,964 Value ($000) $1,909 Avg Close — Range —
Q3 2024
Shares 41,679 Value ($000) $2,029 Avg Close — Range —
Q2 2024
Shares 41,117 Value ($000) $1,948 Avg Close — Range —
Q1 2024
Shares 45,509 Value ($000) $2,159 Avg Close — Range —
Q4 2023
Shares 45,993 Value ($000) $2,187 Avg Close — Range —
Q3 2023
Shares 53,952 Value ($000) $2,502 Avg Close — Range —
Q2 2023
Shares 61,492 Value ($000) $2,868 Avg Close — Range —
Q1 2023
Shares 63,739 Value ($000) $3,006 Avg Close — Range —
Q4 2022
Shares 65,371 Value ($000) $3,036 Avg Close — Range —
Q3 2022
Shares 74,152 Value ($000) $3,418 Avg Close — Range —
Q2 2022
Shares 87,439 Value ($000) $4,145 Avg Close — Range —
Q1 2022
Shares 92,672 Value ($000) $4,491 Avg Close — Range —
Q4 2021
Shares 86,563 Value ($000) $4,365 Avg Close — Range —
Q3 2021
Shares 80,177 Value ($000) $4,095 Avg Close — Range —
Q2 2021
Shares 74,024 Value ($000) $3,797 Avg Close — Range —
Q1 2021
Shares 68,298 Value ($000) $3,503 Avg Close — Range —
Q4 2020
Shares 65,795 Value ($000) $3,398 Avg Close — Range —