ISHARES TR

Ticker: IBDR CUSIP: 46435GAA0 Class: IBONDS DEC2026

Cornerstone Planning, LLC's Holding History (CIK: 0001802105)

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

Q4 2025
Shares 595,283 Value ($000) $14,438 Avg Close Range
Q4 2024
Shares 152,663 Value ($000) $3,675 Avg Close Range