ISHARES TR

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

PRECEDENT WEALTH PARTNERS, LLC's Holding History (CIK: 0002008666)

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

Q4 2025
Shares 163,647 Value ($000) $3,461 Avg Close — Range —
Q3 2025
Shares 153,880 Value ($000) $3,265 Avg Close — Range —
Q2 2025
Shares 148,060 Value ($000) $3,115 Avg Close — Range —
Q1 2025
Shares 132,989 Value ($000) $2,760 Avg Close — Range —
Q4 2024
Shares 147,116 Value ($000) $2,994 Avg Close — Range —
Q3 2024
Shares 157,176 Value ($000) $3,335 Avg Close — Range —
Q2 2024
Shares 134,649 Value ($000) $2,732 Avg Close — Range —
Q1 2024
Shares 115,938 Value ($000) $2,376 Avg Close — Range —
Q4 2023
Shares 100,653 Value ($000) $2,091 Avg Close — Range —