ISHARES TR

Ticker: IBDW CUSIP: 46436E486 Class: IBONDS DEC 2031

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

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

Q4 2025
Shares 1,580,348 Value ($000) $33,424 Avg Close — Range —
Q3 2025
Shares 1,419,923 Value ($000) $30,131 Avg Close — Range —
Q2 2025
Shares 1,311,440 Value ($000) $27,593 Avg Close — Range —
Q1 2025
Shares 1,282,281 Value ($000) $26,607 Avg Close — Range —
Q4 2024
Shares 1,024,300 Value ($000) $20,845 Avg Close — Range —
Q3 2024
Shares 774,020 Value ($000) $16,425 Avg Close — Range —
Q2 2024
Shares 658,667 Value ($000) $13,364 Avg Close — Range —
Q1 2024
Shares 564,657 Value ($000) $11,570 Avg Close — Range —
Q4 2023
Shares 419,262 Value ($000) $8,708 Avg Close — Range —
Q3 2023
Shares 172,388 Value ($000) $3,342 Avg Close — Range —
Q2 2023
Shares 83,464 Value ($000) $1,692 Avg Close — Range —