ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Cornerstone Planning, LLC's Holding History (CIK: 0001802105)

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

Q4 2025
Shares 4,198 Value ($000) $624 Avg Close — Range —
Q4 2024
Shares 3,475 Value ($000) $447 Avg Close — Range —