ISHARES TR

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

INSTRUMENTAL WEALTH, LLC's Holding History (CIK: 0001976010)

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

Q4 2025
Shares 414,016 Value ($000) $10,930 Avg Close — Range —
Q3 2025
Shares 385,717 Value ($000) $10,125 Avg Close — Range —
Q2 2025
Shares 367,159 Value ($000) $9,374 Avg Close — Range —
Q1 2025
Shares 355,992 Value ($000) $9,056 Avg Close — Range —
Q4 2024
Shares 353,696 Value ($000) $8,980 Avg Close — Range —
Q3 2024
Shares 325,162 Value ($000) $8,441 Avg Close — Range —
Q2 2024
Shares 314,545 Value ($000) $7,989 Avg Close — Range —
Q1 2024
Shares 303,021 Value ($000) $7,557 Avg Close — Range —
Q4 2023
Shares 309,651 Value ($000) $7,868 Avg Close — Range —