ISHARES TR

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

Envision Financial Planning, LLC's Holding History (CIK: 0001964460)

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

Q4 2025
Shares 43,931 Value ($000) $1,124 Avg Close Range
Q3 2025
Shares 43,652 Value ($000) $1,119 Avg Close Range
Q2 2025
Shares 84,482 Value ($000) $2,147 Avg Close Range
Q1 2025
Shares 89,897 Value ($000) $2,273 Avg Close Range
Q4 2024
Shares 94,202 Value ($000) $2,372 Avg Close Range
Q3 2024
Shares 134,912 Value ($000) $3,458 Avg Close Range
Q2 2024
Shares 136,542 Value ($000) $3,416 Avg Close Range
Q1 2024
Shares 126,280 Value ($000) $3,191 Avg Close Range
Q4 2023
Shares 114,560 Value ($000) $2,932 Avg Close Range
Q3 2023
Shares 110,358 Value ($000) $2,694 Avg Close Range