ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 4,650 Value ($000) $377 Avg Close — Range —
Q3 2025
Shares 4,935 Value ($000) $359 Avg Close — Range —
Q2 2025
Shares 25,814 Value ($000) $1,610 Avg Close — Range —