ISHARES TR

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

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

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

Q4 2025
Shares 1,569,753 Value ($000) $34,644 Avg Close — Range —
Q3 2025
Shares 1,435,980 Value ($000) $31,807 Avg Close — Range —
Q2 2025
Shares 1,338,959 Value ($000) $29,430 Avg Close — Range —
Q1 2025
Shares 1,312,798 Value ($000) $28,514 Avg Close — Range —
Q4 2024
Shares 1,169,191 Value ($000) $24,974 Avg Close — Range —
Q3 2024
Shares 979,221 Value ($000) $21,709 Avg Close — Range —
Q2 2024
Shares 887,863 Value ($000) $18,876 Avg Close — Range —
Q1 2024
Shares 789,420 Value ($000) $16,894 Avg Close — Range —
Q4 2023
Shares 652,770 Value ($000) $14,126 Avg Close — Range —
Q3 2023
Shares 353,169 Value ($000) $7,198 Avg Close — Range —
Q2 2023
Shares 126,642 Value ($000) $2,685 Avg Close — Range —