ISHARES TR

CUSIP: 46434VBD1 Class: IBONDS DEC25 ETF

Holders for Q4 2025 Position Changes for Q4 2025

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

Decreased Positions (4)

Balentine LLC
Value ($000) $645 (-93.2%) Shares 25,682 (-93.2%)
IFP Advisors, Inc
Value ($000) $8,072 (-10.3%) Shares 321,346 (-10.0%)
MERCER GLOBAL ADVISORS INC /ADV
Value ($000) $843 (-92.2%) Shares 34,690 (-91.9%)
HUNTINGTON NATIONAL BANK
Value ($000) $0 (-99.5%) Shares 1 (-99.5%)

Exited Positions (370)

Cornerstone Planning, LLC
Value ($000) $17,934 Shares 715,929
Ruggaard & Associates LLC
Value ($000) $13,358 Shares 530,277
Keeler THomas Management LLC
Value ($000) $11,860 Shares 470,839
Gratus Wealth Advisors, LLC
Value ($000) $32,476 Shares 1,289,241
Beaumont Asset Management, L.L.C.
Value ($000) $8,910 Shares 353,730
ARCADIA INVESTMENT ADVISORS LLC
Value ($000) $7,914 Shares 314,182
Signature Wealth Management Group
Value ($000) $9,181 Shares 364,471
Matthew Goff Investment Advisor, LLC
Value ($000) $19,163 Shares 760,736
Madden Advisory Services, Inc.
Value ($000) $8,334 Shares 330,847
NovaPoint Capital, LLC
Value ($000) $12,326 Shares 489,318
Sound View Wealth Advisors Group, LLC
Value ($000) $41,414 Shares 1,644,079
VIRGINIA WEALTH MANAGEMENT GROUP, INC.
Value ($000) $4,890 Shares 194,135
InvesTrust
Value ($000) $7,206 Shares 286,074
Summit Asset Management, LLC
Value ($000) $16,914 Shares 671,458
4J Wealth Management LLC
Value ($000) $4,207 Shares 166,994
Peloton Wealth Strategists
Value ($000) $7 Shares 279,600
Kathmere Capital Management, LLC
Value ($000) $30,975 Shares 1,229,636
4Thought Financial Group Inc.
Value ($000) $4,359 Shares 173,031
RVW Wealth, LLC
Value ($000) $24,911 Shares 988,940
Houlihan Financial Resource Group, Ltd.
Value ($000) $2,396 Shares 95,110