ISHARES TR

Ticker: IBDY CUSIP: 46436E130 Class: IBONDS DEC 2033

LYELL WEALTH MANAGEMENT, LP's Holding History (CIK: 0001686444)

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

Q4 2025
Shares 173,645 Value ($000) $4,539 Avg Close — Range —
Q3 2025
Shares 118,270 Value ($000) $3,102 Avg Close — Range —
Q2 2025
Shares 90,245 Value ($000) $2,338 Avg Close — Range —
Q1 2025
Shares 56,120 Value ($000) $1,434 Avg Close — Range —