ISHARES TR

CUSIP: 46436E866 Class: IBONDS 25 TRM TS

Holders for Q4 2025 Position Changes for Q4 2025

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

New Positions (1)

Wick Capital Partners, LLC
Value ($000) $1,469 Shares 62,744

Increased Positions (1)

IFP Advisors, Inc
Value ($000) $1,959 (+2.9%) Shares 84,045 (+3.2%)

Exited Positions (296)

Vista Private Wealth Partners. LLC
Value ($000) $20,446 Shares 875,267
Horizon Advisory Services, Inc.
Value ($000) $18,979 Shares 812,269
Delta Wealth Advisors LLC
Value ($000) $16,963 Shares 726,014
Cornerstone Planning, LLC
Value ($000) $17,268 Shares 740,480
Wealth Management Strategies, Inc.
Value ($000) $12,480 Shares 534,122
MKT Advisors LLC
Value ($000) $12,424 Shares 533,571
MOSELEY INVESTMENT MANAGEMENT INC
Value ($000) $14,200 Shares 607,725
Scissortail Wealth Management, LLC
Value ($000) $12,311 Shares 526,907
Trinity Wealth Management, LLC
Value ($000) $5,658 Shares 242,144
Keeler THomas Management LLC
Value ($000) $5,015 Shares 214,625
Kerntke Otto McGlone Wealth Management Group
Value ($000) $2,778 Shares 118,902
HM PAYSON & CO
Value ($000) $120,173 Shares 5,143,296
OneAscent Financial Services LLC
Value ($000) $16,018 Shares 685,573
PSI Advisors, LLC
Value ($000) $6,105 Shares 261,279
Lunt Capital Management, Inc.
Value ($000) $4,146 Shares 177,447
MV CAPITAL MANAGEMENT, INC.
Value ($000) $15,225 Shares 651,601
Hills Bank & Trust Co
Value ($000) $23,680 Shares 1,013,478
Connecticut Wealth Management, LLC
Value ($000) $30,780 Shares 1,317,353
Midwest Professional Planners, LTD.
Value ($000) $5,297 Shares 226,717
Templeton & Phillips Capital Management, LLC
Value ($000) $1,809 Shares 77,443