ISHARES TR

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

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

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

Q4 2025
Shares 232,602 Value ($000) $5,921 Avg Close — Range —
Q3 2025
Shares 220,834 Value ($000) $5,636 Avg Close — Range —
Q2 2025
Shares 218,398 Value ($000) $5,552 Avg Close — Range —
Q1 2025
Shares 219,726 Value ($000) $5,550 Avg Close — Range —
Q4 2024
Shares 209,977 Value ($000) $5,228 Avg Close — Range —
Q3 2024
Shares 177,862 Value ($000) $4,541 Avg Close — Range —
Q2 2024
Shares 157,381 Value ($000) $3,898 Avg Close — Range —
Q1 2024
Shares 138,902 Value ($000) $3,459 Avg Close — Range —
Q4 2023
Shares 100,651 Value ($000) $2,525 Avg Close — Range —
Q3 2023
Shares 5,542 Value ($000) $133 Avg Close — Range —
Q2 2023
Shares 5,542 Value ($000) $136 Avg Close — Range —