ISHARES TR

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

Evergreen Private Wealth LLC's Holding History (CIK: 0002010098)

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

Q4 2025
Shares 49,386 Value ($000) $1,266 Avg Close — Range —
Q3 2025
Shares 45,767 Value ($000) $1,174 Avg Close — Range —
Q2 2025
Shares 44,590 Value ($000) $1,143 Avg Close — Range —
Q1 2025
Shares 45,029 Value ($000) $1,151 Avg Close — Range —
Q4 2024
Shares 44,123 Value ($000) $1,123 Avg Close — Range —
Q3 2024
Shares 36,953 Value ($000) $948 Avg Close — Range —
Q2 2024
Shares 36,366 Value ($000) $921 Avg Close — Range —
Q1 2024
Shares 36,277 Value ($000) $920 Avg Close — Range —
Q4 2023
Shares 31,597 Value ($000) $806 Avg Close — Range —