ISHARES TR

Ticker: IBDR CUSIP: 46435GAA0 Class: IBONDS DEC2026

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 46,400 Value ($000) $1,124 Avg Close — Range —
Q3 2025
Shares 48,756 Value ($000) $1,185 Avg Close — Range —
Q2 2025
Shares 20,204 Value ($000) $490 Avg Close — Range —
Q1 2025
Shares 16,826 Value ($000) $407 Avg Close — Range —
Q4 2024
Shares 14,551 Value ($000) $350 Avg Close — Range —
Q3 2024
Shares 1,690 Value ($000) $41 Avg Close — Range —
Q2 2024
Shares 550 Value ($000) $13 Avg Close — Range —
Q1 2024
Shares 1,887 Value ($000) $45 Avg Close — Range —
Q4 2023
Shares 500 Value ($000) $12 Avg Close — Range —
Q3 2023
Shares 500 Value ($000) $12 Avg Close — Range —
Q2 2023
Shares 500 Value ($000) $12 Avg Close — Range —
Q1 2023
Shares 500 Value ($000) $12 Avg Close — Range —
Q4 2022
Shares 500 Value ($000) $12 Avg Close — Range —
Q3 2022
Shares 500 Value ($000) $12 Avg Close — Range —
Q1 2021
Shares 200 Value ($000) $5,272 Avg Close — Range —