ISHARES TR

Ticker: BYLD CUSIP: 46434V787 Class: YLD OPTIM BD

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q4 2025
Shares 133,587 Value ($000) $3,042 Avg Close — Range —
Q3 2025
Shares 128,284 Value ($000) $2,940 Avg Close — Range —
Q2 2025
Shares 137,343 Value ($000) $3,105 Avg Close — Range —
Q1 2025
Shares 136,843 Value ($000) $3,069 Avg Close — Range —
Q4 2024
Shares 131,036 Value ($000) $2,904 Avg Close — Range —
Q3 2024
Shares 117,159 Value ($000) $2,685 Avg Close — Range —
Q2 2024
Shares 124,256 Value ($000) $2,756 Avg Close — Range —
Q1 2024
Shares 118,284 Value ($000) $2,645 Avg Close — Range —
Q4 2023
Shares 96,880 Value ($000) $2,173 Avg Close — Range —
Q3 2023
Shares 120,439 Value ($000) $2,574 Avg Close — Range —