ISHARES TR

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

PRECEDENT WEALTH PARTNERS, LLC's Holding History (CIK: 0002008666)

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

Q4 2025
Shares 134,140 Value ($000) $3,415 Avg Close — Range —
Q3 2025
Shares 125,708 Value ($000) $3,208 Avg Close — Range —
Q2 2025
Shares 120,733 Value ($000) $3,069 Avg Close — Range —
Q1 2025
Shares 108,460 Value ($000) $2,740 Avg Close — Range —
Q4 2024
Shares 120,208 Value ($000) $2,993 Avg Close — Range —
Q3 2024
Shares 133,312 Value ($000) $3,403 Avg Close — Range —
Q2 2024
Shares 114,599 Value ($000) $2,839 Avg Close — Range —
Q1 2024
Shares 99,458 Value ($000) $2,477 Avg Close — Range —
Q4 2023
Shares 83,292 Value ($000) $2,090 Avg Close — Range —