ISHARES TR

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

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 3,048 Value ($000) $78 Avg Close — Range —
Q3 2025
Shares 3,048 Value ($000) $78 Avg Close — Range —
Q2 2025
Shares 3,048 Value ($000) $77 Avg Close — Range —
Q1 2025
Shares 96 Value ($000) $2 Avg Close — Range —
Q4 2024
Shares 1,057 Value ($000) $26 Avg Close — Range —
Q3 2024
Shares 1,545 Value ($000) $39 Avg Close — Range —
Q2 2024
Shares 1,545 Value ($000) $38 Avg Close — Range —
Q1 2024
Shares 1,545 Value ($000) $39 Avg Close — Range —
Q4 2023
Shares 1,545 Value ($000) $40 Avg Close — Range —
Q3 2023
Shares 1,545 Value ($000) $37 Avg Close — Range —
Q2 2023
Shares 737 Value ($000) $18 Avg Close — Range —