ISHARES TR

Ticker: IBDT CUSIP: 46435U515 Class: IBDS DEC28 ETF

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

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

Q4 2025
Shares 1,266,855 Value ($000) $32,248 Avg Close — Range —
Q3 2025
Shares 1,161,401 Value ($000) $29,639 Avg Close — Range —
Q2 2025
Shares 1,113,518 Value ($000) $28,306 Avg Close — Range —
Q1 2025
Shares 1,098,833 Value ($000) $27,757 Avg Close — Range —
Q4 2024
Shares 1,087,184 Value ($000) $27,071 Avg Close — Range —
Q3 2024
Shares 1,059,782 Value ($000) $27,056 Avg Close — Range —
Q2 2024
Shares 1,057,391 Value ($000) $26,192 Avg Close — Range —
Q1 2024
Shares 1,095,765 Value ($000) $27,290 Avg Close — Range —
Q4 2023
Shares 1,072,916 Value ($000) $26,919 Avg Close — Range —
Q3 2023
Shares 1,037,442 Value ($000) $24,930 Avg Close — Range —
Q2 2023
Shares 1,013,122 Value ($000) $24,821 Avg Close — Range —
Q1 2023
Shares 993,784 Value ($000) $24,785 Avg Close — Range —
Q4 2022
Shares 943,071 Value ($000) $22,907 Avg Close — Range —
Q3 2022
Shares 637,470 Value ($000) $15,165 Avg Close — Range —
Q2 2022
Shares 479,267 Value ($000) $11,963 Avg Close — Range —