ISHARES TR

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

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

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

Q4 2025
Shares 146,397 Value ($000) $3,555 Avg Close — Range —
Q3 2025
Shares 135,677 Value ($000) $3,302 Avg Close — Range —
Q2 2025
Shares 136,680 Value ($000) $3,317 Avg Close — Range —
Q1 2025
Shares 129,404 Value ($000) $3,129 Avg Close — Range —
Q4 2024
Shares 127,280 Value ($000) $3,050 Avg Close — Range —
Q3 2024
Shares 124,541 Value ($000) $3,035 Avg Close — Range —
Q2 2024
Shares 123,215 Value ($000) $2,924 Avg Close — Range —
Q1 2024
Shares 124,211 Value ($000) $2,956 Avg Close — Range —
Q4 2023
Shares 106,943 Value ($000) $2,559 Avg Close — Range —