ISHARES TR

Ticker: IBDU CUSIP: 46436E205 Class: IBONDS DEC 29

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

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

Q4 2025
Shares 306,594 Value ($000) $7,176 Avg Close Range
Q3 2025
Shares 592,058 Value ($000) $13,896 Avg Close Range
Q2 2025
Shares 512,009 Value ($000) $11,945 Avg Close Range
Q1 2025
Shares 496,326 Value ($000) $11,480 Avg Close Range
Q4 2024
Shares 484,635 Value ($000) $11,050 Avg Close Range
Q3 2024
Shares 472,925 Value ($000) $11,118 Avg Close Range
Q2 2024
Shares 457,091 Value ($000) $10,362 Avg Close Range
Q1 2024
Shares 440,152 Value ($000) $10,044 Avg Close Range
Q4 2023
Shares 412,702 Value ($000) $9,521 Avg Close Range
Q3 2023
Shares 397,055 Value ($000) $8,696 Avg Close Range