ISHARES TR

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

Evergreen Private Wealth LLC's Holding History (CIK: 0002010098)

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

Q4 2025
Shares 139,711 Value ($000) $3,556 Avg Close — Range —
Q3 2025
Shares 130,064 Value ($000) $3,319 Avg Close — Range —
Q2 2025
Shares 131,021 Value ($000) $3,331 Avg Close — Range —
Q1 2025
Shares 123,990 Value ($000) $3,132 Avg Close — Range —
Q4 2024
Shares 121,721 Value ($000) $3,031 Avg Close — Range —
Q3 2024
Shares 119,244 Value ($000) $3,044 Avg Close — Range —
Q2 2024
Shares 118,151 Value ($000) $2,927 Avg Close — Range —
Q1 2024
Shares 119,146 Value ($000) $2,967 Avg Close — Range —
Q4 2023
Shares 102,064 Value ($000) $2,561 Avg Close — Range —