ISHARES TR

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

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

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

Q4 2025
Shares 72,760 Value ($000) $1,606 Avg Close — Range —
Q3 2025
Shares 68,954 Value ($000) $1,527 Avg Close — Range —
Q2 2025
Shares 68,663 Value ($000) $1,509 Avg Close — Range —
Q1 2025
Shares 62,640 Value ($000) $1,361 Avg Close — Range —
Q4 2024
Shares 58,045 Value ($000) $1,240 Avg Close — Range —
Q3 2024
Shares 51,899 Value ($000) $1,151 Avg Close — Range —
Q2 2024
Shares 42,463 Value ($000) $903 Avg Close — Range —
Q1 2024
Shares 11,170 Value ($000) $239 Avg Close — Range —
Q4 2023
Shares 7,332 Value ($000) $159 Avg Close — Range —