INVESCO EXCHANGE TRADED FD T

Ticker: UPGD CUSIP: 46137V522 Class: BLOOMBERG ANALYS

Total Wealth Planning & Management, Inc.'s Holding History (CIK: 0002058383)

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

Q4 2025
Shares 5,831 Value ($000) $431 Avg Close — Range —
Q2 2025
Shares 5,831 Value ($000) $414 Avg Close — Range —
Q1 2025
Shares 5,878 Value ($000) $412 Avg Close — Range —
Q4 2024
Shares 5,878 Value ($000) $406 Avg Close — Range —