ISHARES TR

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

Quantum Financial Advisors, LLC's Holding History (CIK: 0001929139)

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

Q4 2025
Shares 184,838 Value ($000) $4,705 Avg Close — Range —
Q3 2025
Shares 173,008 Value ($000) $4,415 Avg Close — Range —
Q2 2025
Shares 145,276 Value ($000) $3,693 Avg Close — Range —
Q1 2025
Shares 125,234 Value ($000) $3,163 Avg Close — Range —
Q4 2024
Shares 100,626 Value ($000) $2,506 Avg Close — Range —
Q3 2024
Shares 91,361 Value ($000) $2,332 Avg Close — Range —
Q2 2024
Shares 84,242 Value ($000) $2,087 Avg Close — Range —
Q1 2024
Shares 78,617 Value ($000) $1,958 Avg Close — Range —