ISHARES TR

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

McGlone Suttner Wealth Management, Inc.'s Holding History (CIK: 0001964819)

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

Q4 2025
Shares 79,811 Value ($000) $2,032 Avg Close — Range —
Q3 2025
Shares 70,444 Value ($000) $1,798 Avg Close — Range —
Q2 2025
Shares 68,109 Value ($000) $1,731 Avg Close — Range —
Q1 2025
Shares 59,698 Value ($000) $1,508 Avg Close — Range —
Q4 2024
Shares 49,168 Value ($000) $1,224 Avg Close — Range —
Q3 2024
Shares 31,206 Value ($000) $797 Avg Close — Range —
Q2 2024
Shares 24,499 Value ($000) $615 Avg Close — Range —
Q1 2024
Shares 29,235 Value ($000) $728 Avg Close — Range —
Q4 2023
Shares 24,499 Value ($000) $615 Avg Close — Range —
Q3 2023
Shares 21,357 Value ($000) $513 Avg Close — Range —
Q2 2023
Shares 17,312 Value ($000) $424 Avg Close — Range —
Q1 2023
Shares 13,963 Value ($000) $348 Avg Close — Range —