ISHARES TR

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

INSTRUMENTAL WEALTH, LLC's Holding History (CIK: 0001976010)

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

Q2 2025
Shares 78,859 Value ($000) $1,991 Avg Close — Range —
Q1 2025
Shares 76,792 Value ($000) $1,941 Avg Close — Range —
Q4 2024
Shares 76,307 Value ($000) $1,915 Avg Close — Range —
Q3 2024
Shares 71,736 Value ($000) $1,813 Avg Close — Range —
Q2 2024
Shares 69,296 Value ($000) $1,728 Avg Close — Range —
Q1 2024
Shares 63,119 Value ($000) $1,555 Avg Close — Range —
Q4 2023
Shares 43,913 Value ($000) $1,095 Avg Close — Range —