ISHARES TR

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

Envision Financial Planning, LLC's Holding History (CIK: 0001964460)

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

Q4 2025
Shares 46,156 Value ($000) $1,174 Avg Close — Range —
Q3 2025
Shares 46,471 Value ($000) $1,186 Avg Close — Range —
Q2 2025
Shares 54,406 Value ($000) $1,373 Avg Close — Range —
Q1 2025
Shares 53,568 Value ($000) $1,341 Avg Close — Range —
Q4 2024
Shares 53,568 Value ($000) $1,338 Avg Close — Range —