ISHARES TR

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

Cypress Point Wealth Management, LLC's Holding History (CIK: 0001825611)

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

Q4 2025
Shares 119,718 Value ($000) $3,044 Avg Close — Range —
Q3 2025
Shares 119,718 Value ($000) $3,056 Avg Close — Range —
Q2 2025
Shares 119,718 Value ($000) $3,020 Avg Close — Range —
Q1 2025
Shares 119,718 Value ($000) $2,998 Avg Close — Range —
Q4 2024
Shares 119,718 Value ($000) $2,991 Avg Close — Range —
Q3 2024
Shares 118,748 Value ($000) $3,027 Avg Close — Range —
Q2 2024
Shares 117,995 Value ($000) $2,933 Avg Close — Range —
Q1 2024
Shares 117,257 Value ($000) $2,960 Avg Close — Range —
Q4 2023
Shares 117,000 Value ($000) $2,995 Avg Close — Range —