ISHARES TR

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

Foundation Wealth Management, LLC's Holding History (CIK: 0001966351)

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

Q4 2025
Shares 72,357 Value ($000) $1,843 Avg Close Range
Q3 2025
Shares 65,208 Value ($000) $1,664 Avg Close Range
Q2 2025
Shares 62,435 Value ($000) $1,587 Avg Close Range
Q1 2025
Shares 62,416 Value ($000) $1,577 Avg Close Range
Q4 2024
Shares 59,016 Value ($000) $1,470 Avg Close Range
Q3 2024
Shares 57,618 Value ($000) $1,471 Avg Close Range
Q2 2024
Shares 56,631 Value ($000) $1,403 Avg Close Range
Q1 2024
Shares 55,492 Value ($000) $1,382 Avg Close Range
Q4 2023
Shares 51,076 Value ($000) $1,282 Avg Close Range
Q3 2023
Shares 48,891 Value ($000) $1,175 Avg Close Range
Q2 2023
Shares 52,580 Value ($000) $1,288 Avg Close Range
Q1 2023
Shares 53,469 Value ($000) $1,334 Avg Close Range
Q4 2022
Shares 62,557 Value ($000) $1,520 Avg Close Range