ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

PLANNING ALTERNATIVES LTD /ADV's Holding History (CIK: 0000712011)

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

Q4 2025
Shares 2,847 Value ($000) $423 Avg Close — Range —
Q3 2025
Shares 2,839 Value ($000) $414 Avg Close — Range —
Q2 2025
Shares 2,847 Value ($000) $384 Avg Close — Range —
Q1 2025
Shares 2,798 Value ($000) $341 Avg Close — Range —
Q2 2022
Shares 2,382 Value ($000) $200 Avg Close — Range —
Q1 2022
Shares 2,448 Value ($000) $247 Avg Close — Range —
Q4 2021
Shares 2,597 Value ($000) $278 Avg Close — Range —
Q3 2021
Shares 2,594 Value ($000) $255 Avg Close — Range —
Q2 2021
Shares 2,490 Value ($000) $246 Avg Close — Range —
Q1 2021
Shares 4,568 Value ($000) $418 Avg Close — Range —
Q4 2019
Shares 2,884 Value ($000) $210 Avg Close — Range —