ISHARES TR

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

INSTRUMENTAL WEALTH, LLC's Holding History (CIK: 0001976010)

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

Q4 2025
Shares 107,518 Value ($000) $2,391 Avg Close — Range —
Q3 2025
Shares 96,911 Value ($000) $2,146 Avg Close — Range —
Q2 2025
Shares 92,318 Value ($000) $2,008 Avg Close — Range —
Q1 2025
Shares 89,903 Value ($000) $1,954 Avg Close — Range —
Q4 2024
Shares 89,374 Value ($000) $1,925 Avg Close — Range —
Q3 2024
Shares 81,739 Value ($000) $1,784 Avg Close — Range —
Q2 2024
Shares 78,996 Value ($000) $1,697 Avg Close — Range —
Q1 2024
Shares 76,269 Value ($000) $1,607 Avg Close — Range —
Q4 2023
Shares 77,252 Value ($000) $1,653 Avg Close — Range —