ISHARES TR

Ticker: IBDS CUSIP: 46435UAA9 Class: IBONDS 27 ETF

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

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

Q4 2025
Shares 1,027,244 Value ($000) $24,941 Avg Close — Range —
Q3 2025
Shares 988,062 Value ($000) $24,049 Avg Close — Range —
Q2 2025
Shares 991,308 Value ($000) $24,059 Avg Close — Range —
Q1 2025
Shares 990,859 Value ($000) $23,959 Avg Close — Range —
Q4 2024
Shares 1,005,322 Value ($000) $24,088 Avg Close — Range —
Q3 2024
Shares 1,017,458 Value ($000) $24,795 Avg Close — Range —
Q2 2024
Shares 1,024,075 Value ($000) $24,301 Avg Close — Range —
Q1 2024
Shares 1,086,879 Value ($000) $25,868 Avg Close — Range —
Q4 2023
Shares 1,087,895 Value ($000) $26,033 Avg Close — Range —
Q3 2023
Shares 1,061,717 Value ($000) $24,568 Avg Close — Range —
Q2 2023
Shares 1,042,721 Value ($000) $24,483 Avg Close — Range —
Q1 2023
Shares 1,020,995 Value ($000) $24,320 Avg Close — Range —
Q4 2022
Shares 973,507 Value ($000) $22,751 Avg Close — Range —
Q3 2022
Shares 660,209 Value ($000) $15,185 Avg Close — Range —
Q2 2022
Shares 496,001 Value ($000) $11,840 Avg Close — Range —