ISHARES TR

Ticker: IBDR CUSIP: 46435GAA0 Class: IBONDS DEC2026

PRECEDENT WEALTH PARTNERS, LLC's Holding History (CIK: 0002008666)

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

Q4 2025
Shares 138,583 Value ($000) $3,358 Avg Close — Range —
Q3 2025
Shares 130,033 Value ($000) $3,160 Avg Close — Range —
Q2 2025
Shares 124,753 Value ($000) $3,025 Avg Close — Range —
Q1 2025
Shares 111,983 Value ($000) $2,711 Avg Close — Range —
Q4 2024
Shares 124,299 Value ($000) $2,992 Avg Close — Range —
Q3 2024
Shares 138,006 Value ($000) $3,354 Avg Close — Range —
Q2 2024
Shares 118,361 Value ($000) $2,819 Avg Close — Range —
Q1 2024
Shares 102,661 Value ($000) $2,448 Avg Close — Range —
Q4 2023
Shares 85,752 Value ($000) $2,049 Avg Close — Range —