ISHARES TR

Ticker: IBDR CUSIP: 46435GAA0 Class: IBONDS DEC2026

Gratus Wealth Advisors, LLC's Holding History (CIK: 0002022161)

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

Q4 2025
Shares 1,436,539 Value ($000) $34,807 Avg Close — Range —
Q3 2025
Shares 1,366,303 Value ($000) $33,201 Avg Close — Range —
Q2 2025
Shares 1,325,063 Value ($000) $32,133 Avg Close — Range —
Q1 2025
Shares 1,297,632 Value ($000) $31,416 Avg Close — Range —
Q4 2024
Shares 1,258,165 Value ($000) $30,284 Avg Close — Range —
Q3 2024
Shares 1,231,431 Value ($000) $29,714 Avg Close — Range —
Q2 2024
Shares 1,171,710 Value ($000) $28,016 Avg Close — Range —
Q1 2024
Shares 1,146,549 Value ($000) $27,116 Avg Close — Range —
Q4 2023
Shares 1,042,110 Value ($000) $24,906 Avg Close — Range —