ISHARES TR

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

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

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

Q4 2025
Shares 15,170 Value ($000) $386 Avg Close — Range —
Q3 2025
Shares 21,380 Value ($000) $546 Avg Close — Range —
Q2 2025
Shares 22,173 Value ($000) $559 Avg Close — Range —
Q1 2025
Shares 22,373 Value ($000) $560 Avg Close — Range —
Q4 2024
Shares 21,277 Value ($000) $532 Avg Close — Range —
Q3 2024
Shares 24,843 Value ($000) $633 Avg Close — Range —
Q2 2024
Shares 24,213 Value ($000) $602 Avg Close — Range —
Q1 2024
Shares 42,289 Value ($000) $1,068 Avg Close — Range —
Q4 2023
Shares 34,776 Value ($000) $890 Avg Close — Range —
Q3 2023
Shares 21,856 Value ($000) $522 Avg Close — Range —