ISHARES TR

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

Lakeridge Wealth Management LLC's Holding History (CIK: 0002012028)

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

Q4 2025
Shares 210,512 Value ($000) $10,262 Avg Close — Range —
Q3 2025
Shares 210,446 Value ($000) $10,278 Avg Close — Range —
Q2 2025
Shares 210,089 Value ($000) $10,221 Avg Close — Range —
Q1 2025
Shares 206,067 Value ($000) $9,963 Avg Close — Range —
Q4 2024
Shares 193,014 Value ($000) $9,220 Avg Close — Range —
Q3 2024
Shares 117,330 Value ($000) $5,712 Avg Close — Range —
Q2 2024
Shares 94,342 Value ($000) $4,469 Avg Close — Range —
Q1 2024
Shares 80,679 Value ($000) $3,827 Avg Close — Range —
Q4 2023
Shares 52,880 Value ($000) $2,515 Avg Close — Range —