INVESCO EXCHANGE TRADED FD T

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

Lakeshore Financial Planning, Inc.'s Holding History (CIK: 0002000571)

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

Q4 2025
Shares 37,939 Value ($000) $7,268 Avg Close — Range —
Q3 2025
Shares 39,487 Value ($000) $7,491 Avg Close — Range —
Q2 2025
Shares 40,351 Value ($000) $7,333 Avg Close — Range —
Q1 2025
Shares 40,781 Value ($000) $7,065 Avg Close — Range —
Q4 2024
Shares 45,885 Value ($000) $8,040 Avg Close — Range —
Q3 2024
Shares 46,204 Value ($000) $8,278 Avg Close — Range —
Q2 2024
Shares 46,245 Value ($000) $7,597 Avg Close — Range —
Q1 2024
Shares 46,976 Value ($000) $7,956 Avg Close — Range —
Q4 2023
Shares 47,724 Value ($000) $7,531 Avg Close — Range —
Q3 2023
Shares 84,593 Value ($000) $11,986 Avg Close — Range —