ISHARES TR

Ticker: IBDX CUSIP: 46436E312 Class: IBONDS DEC 2032

LYELL WEALTH MANAGEMENT, LP's Holding History (CIK: 0001686444)

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

Q4 2025
Shares 260,065 Value ($000) $6,639 Avg Close — Range —
Q3 2025
Shares 230,925 Value ($000) $5,916 Avg Close — Range —
Q2 2025
Shares 218,025 Value ($000) $5,513 Avg Close — Range —
Q1 2025
Shares 214,875 Value ($000) $5,370 Avg Close — Range —
Q4 2024
Shares 213,975 Value ($000) $5,260 Avg Close — Range —
Q3 2024
Shares 197,475 Value ($000) $5,077 Avg Close — Range —
Q2 2024
Shares 177,925 Value ($000) $4,370 Avg Close — Range —
Q1 2024
Shares 161,650 Value ($000) $4,011 Avg Close — Range —
Q4 2023
Shares 89,550 Value ($000) $2,259 Avg Close — Range —