ISHARES TR

Ticker: IBDR CUSIP: 46435GAA0 Class: IBONDS DEC2026

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 29,178 Value ($000) $707 Avg Close — Range —
Q3 2025
Shares 29,181 Value ($000) $709 Avg Close — Range —
Q2 2025
Shares 29,182 Value ($000) $708 Avg Close — Range —
Q1 2025
Shares 29,188 Value ($000) $707 Avg Close — Range —
Q4 2024
Shares 28,561 Value ($000) $687 Avg Close — Range —
Q3 2024
Shares 29,605 Value ($000) $719 Avg Close — Range —
Q2 2024
Shares 116,643 Value ($000) $2,778 Avg Close — Range —
Q1 2024
Shares 175,177 Value ($000) $4,178 Avg Close — Range —
Q4 2023
Shares 19,031 Value ($000) $455 Avg Close — Range —
Q3 2023
Shares 19,007 Value ($000) $444 Avg Close — Range —
Q2 2023
Shares 18,479 Value ($000) $434 Avg Close — Range —
Q1 2023
Shares 18,454 Value ($000) $438 Avg Close — Range —
Q4 2022
Shares 14,952 Value ($000) $349 Avg Close — Range —
Q3 2022
Shares 14,952 Value ($000) $345 Avg Close — Range —
Q2 2022
Shares 14,865 Value ($000) $354 Avg Close — Range —
Q1 2022
Shares 14,865 Value ($000) $366 Avg Close — Range —
Q4 2018
Shares 12,229 Value ($000) $282 Avg Close — Range —
Q3 2018
Shares 12,229 Value ($000) $285 Avg Close — Range —
Q2 2018
Shares 10,862 Value ($000) $253 Avg Close — Range —
Q1 2018
Shares 10,862 Value ($000) $257 Avg Close — Range —