ISHARES TR

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

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q3 2025
Shares 2,300 Value ($000) $230 Avg Close — Range —
Q2 2025
Shares 14,065 Value ($000) $1,267 Avg Close — Range —
Q1 2025
Shares 18,117 Value ($000) $1,515 Avg Close — Range —
Q4 2024
Shares 14,365 Value ($000) $1,221 Avg Close — Range —
Q2 2024
Shares 296 Value ($000) $23 Avg Close — Range —