ISHARES TR

Ticker: IBMQ CUSIP: 46435U325 Class: IBONDS DEC 28

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

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

Q4 2025
Shares 12,693 Value ($000) $325 Avg Close — Range —
Q3 2025
Shares 16,404 Value ($000) $421 Avg Close — Range —
Q2 2025
Shares 18,088 Value ($000) $460 Avg Close — Range —
Q1 2025
Shares 20,432 Value ($000) $517 Avg Close — Range —
Q4 2024
Shares 22,269 Value ($000) $561 Avg Close — Range —
Q3 2024
Shares 24,262 Value ($000) $622 Avg Close — Range —
Q2 2024
Shares 28,309 Value ($000) $708 Avg Close — Range —
Q1 2024
Shares 59,671 Value ($000) $1,508 Avg Close — Range —
Q4 2023
Shares 65,566 Value ($000) $1,678 Avg Close — Range —
Q3 2023
Shares 57,518 Value ($000) $1,404 Avg Close — Range —
Q2 2023
Shares 45,162 Value ($000) $1,136 Avg Close — Range —
Q1 2023
Shares 33,538 Value ($000) $859 Avg Close — Range —
Q4 2022
Shares 26,010 Value ($000) $653 Avg Close — Range —