ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Capital Planning Advisors, LLC's Holding History (CIK: 0001631941)

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

Q2 2025
Shares 6,327 Value ($000) $854 Avg Close — Range —
Q1 2025
Shares 6,327 Value ($000) $772 Avg Close — Range —
Q4 2024
Shares 6,327 Value ($000) $814 Avg Close — Range —
Q3 2024
Shares 6,327 Value ($000) $795 Avg Close — Range —
Q2 2024
Shares 6,327 Value ($000) $752 Avg Close — Range —
Q1 2024
Shares 6,327 Value ($000) $730 Avg Close — Range —
Q4 2023
Shares 6,327 Value ($000) $666 Avg Close — Range —