ISHARES TR

Ticker: IBDR CUSIP: 46435GAA0 Class: IBONDS DEC2026

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

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

Q4 2025
Shares 40,574 Value ($000) $983 Avg Close Range
Q3 2025
Shares 36,567 Value ($000) $889 Avg Close Range
Q2 2025
Shares 38,263 Value ($000) $928 Avg Close Range
Q1 2025
Shares 51,582 Value ($000) $1,249 Avg Close Range
Q4 2024
Shares 47,687 Value ($000) $1,148 Avg Close Range
Q3 2024
Shares 46,715 Value ($000) $1,135 Avg Close Range
Q2 2024
Shares 39,212 Value ($000) $934 Avg Close Range
Q1 2024
Shares 39,212 Value ($000) $935 Avg Close Range
Q4 2023
Shares 37,122 Value ($000) $887 Avg Close Range
Q3 2023
Shares 3,942 Value ($000) $92 Avg Close Range