ISHARES TR

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

Envision Financial Planning, LLC's Holding History (CIK: 0001964460)

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

Q4 2025
Shares 788,791 Value ($000) $20,619 Avg Close Range
Q3 2025
Shares 788,095 Value ($000) $20,672 Avg Close Range
Q2 2025
Shares 677,596 Value ($000) $17,553 Avg Close Range
Q1 2025
Shares 650,671 Value ($000) $16,631 Avg Close Range
Q4 2024
Shares 634,282 Value ($000) $15,920 Avg Close Range
Q3 2024
Shares 616,161 Value ($000) $16,267 Avg Close Range
Q2 2024
Shares 597,502 Value ($000) $15,057 Avg Close Range
Q1 2024
Shares 575,163 Value ($000) $14,655 Avg Close Range
Q4 2023
Shares 536,371 Value ($000) $13,865 Avg Close Range
Q3 2023
Shares 250,672 Value ($000) $6,009 Avg Close Range