ISHARES TR

Ticker: IBDR CUSIP: 46435GAA0 Class: IBONDS DEC2026

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

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

Q4 2025
Shares 712,284 Value ($000) $17,259 Avg Close Range
Q3 2025
Shares 802,857 Value ($000) $19,509 Avg Close Range
Q2 2025
Shares 818,441 Value ($000) $19,847 Avg Close Range
Q1 2025
Shares 828,755 Value ($000) $20,064 Avg Close Range
Q4 2024
Shares 859,368 Value ($000) $20,685 Avg Close Range
Q3 2024
Shares 890,755 Value ($000) $21,645 Avg Close Range
Q2 2024
Shares 914,165 Value ($000) $21,775 Avg Close Range
Q1 2024
Shares 971,616 Value ($000) $23,173 Avg Close Range
Q4 2023
Shares 999,849 Value ($000) $23,896 Avg Close Range
Q3 2023
Shares 1,026,542 Value ($000) $23,954 Avg Close Range
Q2 2023
Shares 1,024,180 Value ($000) $24,038 Avg Close Range
Q1 2023
Shares 1,011,809 Value ($000) $24,010 Avg Close Range
Q4 2022
Shares 973,236 Value ($000) $22,725 Avg Close Range
Q3 2022
Shares 660,591 Value ($000) $15,260 Avg Close Range
Q2 2022
Shares 495,459 Value ($000) $11,787 Avg Close Range