ISHARES TR

Ticker: IBMP CUSIP: 46435U283 Class: IBONDS DEC 27

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

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

Q4 2025
Shares 49,609 Value ($000) $1,260 Avg Close Range
Q3 2025
Shares 45,421 Value ($000) $1,157 Avg Close Range
Q2 2025
Shares 44,722 Value ($000) $1,134 Avg Close Range
Q1 2025
Shares 45,567 Value ($000) $1,152 Avg Close Range
Q4 2024
Shares 44,343 Value ($000) $1,115 Avg Close Range
Q3 2024
Shares 37,077 Value ($000) $944 Avg Close Range
Q2 2024
Shares 35,898 Value ($000) $898 Avg Close Range
Q1 2024
Shares 34,939 Value ($000) $879 Avg Close Range
Q4 2023
Shares 31,248 Value ($000) $794 Avg Close Range