ISHARES TR

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

PHILLIPS FINANCIAL MANAGEMENT, LLC's Holding History (CIK: 0001350660)

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

Q4 2025
Shares 31,792 Value ($000) $808 Avg Close — Range —
Q3 2025
Shares 31,792 Value ($000) $812 Avg Close — Range —
Q2 2025
Shares 31,792 Value ($000) $802 Avg Close — Range —
Q1 2025
Shares 21,849 Value ($000) $547 Avg Close — Range —
Q4 2024
Shares 4,020 Value ($000) $100 Avg Close — Range —
Q3 2024
Shares 4,020 Value ($000) $102 Avg Close — Range —
Q2 2024
Shares 4,020 Value ($000) $100 Avg Close — Range —