ISHARES TR

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

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

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

Q4 2025
Shares 611,456 Value ($000) $12,932 Avg Close Range
Q3 2025
Shares 845,902 Value ($000) $17,950 Avg Close Range
Q2 2025
Shares 723,823 Value ($000) $15,229 Avg Close Range
Q1 2025
Shares 697,966 Value ($000) $14,483 Avg Close Range
Q4 2024
Shares 681,463 Value ($000) $13,868 Avg Close Range
Q3 2024
Shares 660,389 Value ($000) $14,013 Avg Close Range
Q2 2024
Shares 635,807 Value ($000) $12,901 Avg Close Range
Q1 2024
Shares 602,445 Value ($000) $12,344 Avg Close Range
Q4 2023
Shares 557,411 Value ($000) $11,577 Avg Close Range
Q3 2023
Shares 442,054 Value ($000) $8,569 Avg Close Range