ISHARES TR

Ticker: IBMR CUSIP: 46436E163 Class: IBONDS DEC 2029

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 7,977 Value ($000) $203 Avg Close — Range —
Q3 2025
Shares 7,977 Value ($000) $204 Avg Close — Range —
Q2 2025
Shares 7,977 Value ($000) $201 Avg Close — Range —