ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Life Planning Partners, Inc's Holding History (CIK: 0001910934)

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

Q4 2025
Shares 176,621 Value ($000) $26,262 Avg Close — Range —
Q3 2025
Shares 185,236 Value ($000) $26,980 Avg Close — Range —
Q2 2025
Shares 185,429 Value ($000) $25,040 Avg Close — Range —
Q1 2025
Shares 186,237 Value ($000) $22,723 Avg Close — Range —
Q4 2024
Shares 186,415 Value ($000) $23,977 Avg Close — Range —
Q3 2024
Shares 187,546 Value ($000) $23,560 Avg Close — Range —
Q2 2024
Shares 208,082 Value ($000) $24,716 Avg Close — Range —
Q1 2024
Shares 139,336 Value ($000) $16,065 Avg Close — Range —
Q4 2023
Shares 139,361 Value ($000) $14,665 Avg Close — Range —
Q3 2022
Shares 144,253 Value ($000) $11,473,872 Avg Close — Range —
Q2 2022
Shares 146,044 Value ($000) $12,237 Avg Close — Range —
Q1 2022
Shares 145,537 Value ($000) $14,689 Avg Close — Range —
Q4 2021
Shares 138,880 Value ($000) $14,858 Avg Close — Range —