ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Planned Solutions, Inc.'s Holding History (CIK: 0001831332)

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

Q4 2025
Shares 216,375 Value ($000) $32,173 Avg Close — Range —
Q3 2025
Shares 178,907 Value ($000) $26,058 Avg Close — Range —
Q2 2025
Shares 163,703 Value ($000) $22,106 Avg Close — Range —
Q1 2025
Shares 151,829 Value ($000) $18,525 Avg Close — Range —
Q4 2024
Shares 148,154 Value ($000) $19,056 Avg Close — Range —
Q3 2024
Shares 146,775 Value ($000) $18,438 Avg Close — Range —
Q2 2024
Shares 144,182 Value ($000) $17,126 Avg Close — Range —
Q1 2024
Shares 145,968 Value ($000) $16,830 Avg Close — Range —
Q4 2023
Shares 147,816 Value ($000) $15,555 Avg Close — Range —
Q3 2023
Shares 148,970 Value ($000) $14,031 Avg Close — Range —
Q2 2023
Shares 147,824 Value ($000) $14,463 Avg Close — Range —
Q1 2023
Shares 146,538 Value ($000) $13,269 Avg Close — Range —
Q4 2022
Shares 146,763 Value ($000) $12,445 Avg Close — Range —
Q3 2022
Shares 143,817 Value ($000) $11,439 Avg Close — Range —
Q2 2022
Shares 135,630 Value ($000) $11,363 Avg Close — Range —
Q1 2022
Shares 129,085 Value ($000) $13,030 Avg Close — Range —
Q4 2021
Shares 138,191 Value ($000) $14,784 Avg Close — Range —
Q2 2021
Shares 129,930 Value ($000) $12,832 Avg Close — Range —
Q1 2021
Shares 126,472 Value ($000) $11,585 Avg Close — Range —
Q4 2020
Shares 126,340 Value ($000) $10,893 Avg Close — Range —
Q3 2020
Shares 121,664 Value ($000) $9,184 Avg Close — Range —