ISHARES TR

Ticker: ICVT CUSIP: 46435G102 Class: CONV BD ETF

Cypress Wealth Services, LLC's Holding History (CIK: 0001721527)

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

Q4 2025
Shares 3,045 Value ($000) $300 Avg Close — Range —
Q3 2025
Shares 2,705 Value ($000) $271 Avg Close — Range —
Q2 2025
Shares 2,716 Value ($000) $245 Avg Close — Range —
Q1 2025
Shares 3,524 Value ($000) $295 Avg Close — Range —
Q4 2024
Shares 3,167 Value ($000) $269 Avg Close — Range —
Q3 2024
Shares 2,542 Value ($000) $213 Avg Close — Range —
Q1 2024
Shares 2,642 Value ($000) $211 Avg Close — Range —
Q4 2022
Shares 9,367 Value ($000) $651 Avg Close — Range —
Q3 2022
Shares 9,191 Value ($000) $648 Avg Close — Range —
Q2 2022
Shares 11,301 Value ($000) $784 Avg Close — Range —