ISHARES TR

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

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q2 2025
Shares 47,374 Value ($000) $1,195 Avg Close Range
Q1 2025
Shares 58,305 Value ($000) $1,460 Avg Close Range
Q4 2024
Shares 42,171 Value ($000) $1,053 Avg Close Range