ISHARES TR

Ticker: IBDZ CUSIP: 46438G653 Class: COM

LYELL WEALTH MANAGEMENT, LP's Holding History (CIK: 0001686444)

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

Q4 2025
Shares 82,610 Value ($000) $2,178 Avg Close — Range —
Q3 2025
Shares 17,725 Value ($000) $469 Avg Close — Range —