ISHARES TR

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

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 5,779 Value ($000) $122 Avg Close — Range —
Q3 2025
Shares 5,779 Value ($000) $123 Avg Close — Range —
Q2 2025
Shares 5,065 Value ($000) $107 Avg Close — Range —
Q1 2025
Shares 788 Value ($000) $16 Avg Close — Range —
Q4 2024
Shares 1,248 Value ($000) $25 Avg Close — Range —
Q3 2024
Shares 3,330 Value ($000) $71 Avg Close — Range —
Q2 2024
Shares 2,542 Value ($000) $52 Avg Close — Range —
Q1 2024
Shares 2,542 Value ($000) $52 Avg Close — Range —
Q4 2023
Shares 2,542 Value ($000) $53 Avg Close — Range —
Q3 2023
Shares 2,542 Value ($000) $49 Avg Close — Range —
Q2 2023
Shares 1,534 Value ($000) $31 Avg Close — Range —