ISHARES TR

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

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

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

Q4 2025
Shares 155,786 Value ($000) $3,438 Avg Close — Range —
Q3 2025
Shares 146,348 Value ($000) $3,242 Avg Close — Range —
Q2 2025
Shares 140,083 Value ($000) $3,079 Avg Close — Range —
Q1 2025
Shares 125,702 Value ($000) $2,730 Avg Close — Range —
Q4 2024
Shares 139,419 Value ($000) $2,978 Avg Close — Range —
Q3 2024
Shares 149,727 Value ($000) $3,319 Avg Close — Range —
Q2 2024
Shares 128,207 Value ($000) $2,726 Avg Close — Range —
Q1 2024
Shares 110,615 Value ($000) $2,367 Avg Close — Range —
Q4 2023
Shares 96,344 Value ($000) $2,085 Avg Close — Range —