ISHARES TR

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

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

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

Q4 2025
Shares 49,183 Value ($000) $1,258 Avg Close Range
Q3 2025
Shares 45,095 Value ($000) $1,156 Avg Close Range
Q2 2025
Shares 43,810 Value ($000) $1,113 Avg Close Range
Q1 2025
Shares 43,237 Value ($000) $1,093 Avg Close Range
Q4 2024
Shares 40,794 Value ($000) $1,027 Avg Close Range
Q3 2024
Shares 36,637 Value ($000) $939 Avg Close Range
Q2 2024
Shares 37,324 Value ($000) $934 Avg Close Range
Q1 2024
Shares 36,471 Value ($000) $922 Avg Close Range
Q4 2023
Shares 29,802 Value ($000) $763 Avg Close Range