ISHARES INC

Ticker: URTH CUSIP: 464286392 Class: MSCI WORLD ETF

Investments & Financial Planning, LLC's Holding History (CIK: 0001909307)

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

Q4 2025
Shares 54,335 Value ($000) $10,094 Avg Close — Range —
Q3 2025
Shares 54,938 Value ($000) $9,975 Avg Close — Range —
Q2 2025
Shares 54,495 Value ($000) $9,230 Avg Close — Range —
Q1 2025
Shares 51,215 Value ($000) $7,845 Avg Close — Range —
Q4 2024
Shares 49,609 Value ($000) $7,714 Avg Close — Range —
Q3 2024
Shares 47,563 Value ($000) $7,463 Avg Close — Range —
Q2 2024
Shares 46,997 Value ($000) $6,932 Avg Close — Range —
Q1 2024
Shares 45,854 Value ($000) $6,645 Avg Close — Range —
Q4 2023
Shares 44,569 Value ($000) $5,929 Avg Close — Range —
Q3 2023
Shares 24,788 Value ($000) $2,979 Avg Close — Range —
Q2 2023
Shares 21,564 Value ($000) $2,685 Avg Close — Range —
Q1 2023
Shares 18,286 Value ($000) $2,152 Avg Close — Range —
Q4 2022
Shares 13,728 Value ($000) $1,500 Avg Close — Range —
Q2 2022
Shares 5,405 Value ($000) $578 Avg Close — Range —