ISHARES TR

Ticker: IBDV CUSIP: 46436E726 Class: IBONDS DEC 2030

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 432,913 Value ($000) $9,554 Avg Close — Range —
Q3 2025
Shares 432,233 Value ($000) $9,574 Avg Close — Range —
Q2 2025
Shares 419,257 Value ($000) $9,215 Avg Close — Range —
Q1 2025
Shares 418,404 Value ($000) $9,088 Avg Close — Range —
Q4 2024
Shares 343,826 Value ($000) $7,344 Avg Close — Range —
Q3 2024
Shares 249,834 Value ($000) $5,539 Avg Close — Range —