ISHARES TR

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

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

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

Q4 2025
Shares 133,371 Value ($000) $3,486 Avg Close — Range —
Q3 2025
Shares 125,759 Value ($000) $3,299 Avg Close — Range —
Q2 2025
Shares 127,066 Value ($000) $3,292 Avg Close — Range —
Q1 2025
Shares 118,815 Value ($000) $3,037 Avg Close — Range —
Q4 2024
Shares 116,950 Value ($000) $2,935 Avg Close — Range —
Q3 2024
Shares 114,442 Value ($000) $3,021 Avg Close — Range —
Q2 2024
Shares 113,229 Value ($000) $2,853 Avg Close — Range —
Q1 2024
Shares 114,121 Value ($000) $2,908 Avg Close — Range —