INVESCO EXCHANGE TRADED FD T

Ticker: RSP CUSIP: 46137V357 Class: S&P500 EQL WGT

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 6,821 Value ($000) $1,307 Avg Close — Range —
Q3 2025
Shares 6,964 Value ($000) $1,321 Avg Close — Range —
Q2 2025
Shares 6,947 Value ($000) $1,263 Avg Close — Range —
Q1 2025
Shares 7,239 Value ($000) $1,254 Avg Close — Range —
Q4 2024
Shares 7,452 Value ($000) $1,306 Avg Close — Range —
Q3 2024
Shares 7,903 Value ($000) $1,416 Avg Close — Range —
Q2 2024
Shares 8,028 Value ($000) $1,319 Avg Close — Range —
Q1 2024
Shares 8,523 Value ($000) $1,444 Avg Close — Range —
Q4 2023
Shares 8,569 Value ($000) $1,352 Avg Close — Range —
Q3 2023
Shares 8,045 Value ($000) $1,140 Avg Close — Range —
Q2 2023
Shares 6,695 Value ($000) $1,002 Avg Close — Range —
Q1 2023
Shares 6,129 Value ($000) $886 Avg Close — Range —