ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025
Shares 1,690 Value ($000) $251 Avg Close — Range —
Q3 2025
Shares 840 Value ($000) $122 Avg Close — Range —
Q2 2025
Shares 840 Value ($000) $113 Avg Close — Range —
Q1 2025
Shares 840 Value ($000) $102 Avg Close — Range —
Q4 2024
Shares 1,160 Value ($000) $149 Avg Close — Range —