ISHARES INC

Ticker: ACWV CUSIP: 464286525 Class: ETF

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 6,896 Value ($000) $827 Avg Close — Range —
Q2 2025
Shares 6,896 Value ($000) $818 Avg Close — Range —
Q1 2025
Shares 7,114 Value ($000) $828 Avg Close — Range —
Q4 2024
Shares 6,983 Value ($000) $763 Avg Close — Range —
Q3 2024
Shares 6,972 Value ($000) $798 Avg Close — Range —
Q2 2024
Shares 6,972 Value ($000) $730 Avg Close — Range —
Q1 2024
Shares 6,965 Value ($000) $733 Avg Close — Range —
Q4 2023
Shares 7,765 Value ($000) $779 Avg Close — Range —
Q3 2023
Shares 7,754 Value ($000) $740 Avg Close — Range —
Q2 2023
Shares 8,384 Value ($000) $822 Avg Close — Range —
Q1 2023
Shares 8,378 Value ($000) $811 Avg Close — Range —
Q4 2022
Shares 8,378 Value ($000) $796 Avg Close — Range —