ISHARES TR

Ticker: IBMO CUSIP: 46435U259 Class: IBONDS DEC 26

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 13,229 Value ($000) $339 Avg Close — Range —
Q3 2025
Shares 13,229 Value ($000) $339 Avg Close — Range —
Q2 2025
Shares 13,229 Value ($000) $339 Avg Close — Range —
Q1 2025
Shares 13,229 Value ($000) $338 Avg Close — Range —
Q4 2024
Shares 13,246 Value ($000) $337 Avg Close — Range —
Q3 2024
Shares 17,139 Value ($000) $440 Avg Close — Range —
Q2 2024
Shares 24,231 Value ($000) $614 Avg Close — Range —
Q1 2024
Shares 29,251 Value ($000) $742 Avg Close — Range —