ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Capasso Planning Partners LLC's Holding History (CIK: 0001911938)

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

Q1 2025
Shares 2,896 Value ($000) $353 Avg Close — Range —
Q4 2024
Shares 2,536 Value ($000) $326 Avg Close — Range —
Q3 2024
Shares 5,821 Value ($000) $731 Avg Close — Range —
Q2 2024
Shares 3,990 Value ($000) $474 Avg Close — Range —
Q1 2024
Shares 4,069 Value ($000) $469 Avg Close — Range —
Q4 2023
Shares 3,980 Value ($000) $419 Avg Close — Range —
Q3 2023
Shares 2,241 Value ($000) $211 Avg Close — Range —