ISHARES TR

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

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

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

Q4 2025
Shares 9,349 Value ($000) $240 Avg Close — Range —
Q3 2025
Shares 10,994 Value ($000) $282 Avg Close — Range —
Q2 2025
Shares 11,767 Value ($000) $302 Avg Close — Range —
Q1 2025
Shares 14,092 Value ($000) $360 Avg Close — Range —
Q4 2024
Shares 16,913 Value ($000) $431 Avg Close — Range —
Q3 2024
Shares 23,441 Value ($000) $601 Avg Close — Range —
Q2 2024
Shares 25,157 Value ($000) $637 Avg Close — Range —
Q1 2024
Shares 45,077 Value ($000) $1,143 Avg Close — Range —
Q4 2023
Shares 56,563 Value ($000) $1,443 Avg Close — Range —
Q3 2023
Shares 64,876 Value ($000) $1,610 Avg Close — Range —
Q2 2023
Shares 59,066 Value ($000) $1,487 Avg Close — Range —
Q1 2023
Shares 53,889 Value ($000) $1,376 Avg Close — Range —
Q4 2022
Shares 46,982 Value ($000) $1,184 Avg Close — Range —
Q3 2022
Shares 26,111 Value ($000) $643 Avg Close — Range —
Q2 2022
Shares 14,576 Value ($000) $369 Avg Close — Range —