ISHARES TR

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

LPWM LLC's Holding History (CIK: 0001801101)

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

Q4 2025
Shares 6,775 Value ($000) $667 Avg Close — Range —
Q3 2025
Shares 6,732 Value ($000) $674 Avg Close — Range —
Q2 2025
Shares 6,852 Value ($000) $617 Avg Close — Range —
Q1 2025
Shares 7,398 Value ($000) $619 Avg Close — Range —
Q4 2024
Shares 8,052 Value ($000) $684 Avg Close — Range —
Q3 2024
Shares 35,970 Value ($000) $2,989 Avg Close — Range —
Q2 2024
Shares 35,116 Value ($000) $2,772 Avg Close — Range —
Q1 2024
Shares 35,575 Value ($000) $2,793 Avg Close — Range —
Q4 2023
Shares 35,493 Value ($000) $2,723 Avg Close — Range —
Q3 2023
Shares 36,017 Value ($000) $2,662 Avg Close — Range —
Q2 2023
Shares 35,664 Value ($000) $2,735 Avg Close — Range —
Q1 2023
Shares 34,973 Value ($000) $2,540 Avg Close — Range —
Q4 2022
Shares 34,045 Value ($000) $2,412 Avg Close — Range —
Q3 2022
Shares 41,623 Value ($000) $2,868 Avg Close — Range —
Q2 2022
Shares 40,348 Value ($000) $2,860 Avg Close — Range —
Q1 2022
Shares 36,710 Value ($000) $3,004 Avg Close — Range —