ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Envision Financial Planning, LLC's Holding History (CIK: 0001964460)

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

Q4 2025
Shares 5,161 Value ($000) $419 Avg Close — Range —
Q3 2025
Shares 4,632 Value ($000) $337 Avg Close — Range —
Q2 2025
Shares 4,632 Value ($000) $289 Avg Close — Range —
Q1 2025
Shares 5,530 Value ($000) $326 Avg Close — Range —
Q4 2024
Shares 5,530 Value ($000) $274 Avg Close — Range —
Q3 2024
Shares 5,192 Value ($000) $258 Avg Close — Range —
Q2 2024
Shares 5,192 Value ($000) $228 Avg Close — Range —
Q1 2024
Shares 5,192 Value ($000) $218 Avg Close — Range —
Q4 2023
Shares 5,192 Value ($000) $203 Avg Close — Range —