ISHARES TR

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

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

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

Q4 2025
Shares 52,736 Value ($000) $1,115 Avg Close — Range —
Q3 2025
Shares 50,275 Value ($000) $1,067 Avg Close — Range —
Q2 2025
Shares 49,719 Value ($000) $1,046 Avg Close — Range —
Q1 2025
Shares 46,244 Value ($000) $960 Avg Close — Range —
Q4 2024
Shares 41,485 Value ($000) $844 Avg Close — Range —
Q3 2024
Shares 36,489 Value ($000) $774 Avg Close — Range —
Q2 2024
Shares 25,094 Value ($000) $509 Avg Close — Range —
Q1 2024
Shares 13,643 Value ($000) $280 Avg Close — Range —
Q4 2023
Shares 385 Value ($000) $8 Avg Close — Range —