ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 5,749 Value ($000) $855 Avg Close — Range —
Q3 2025
Shares 5,974 Value ($000) $870 Avg Close — Range —
Q2 2025
Shares 5,984 Value ($000) $808 Avg Close — Range —
Q1 2025
Shares 4,482 Value ($000) $547 Avg Close — Range —
Q4 2024
Shares 4,482 Value ($000) $576 Avg Close — Range —
Q2 2023
Shares 4 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 4 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 5,172 Value ($000) $476 Avg Close — Range —
Q3 2022
Shares 5,114 Value ($000) $446 Avg Close — Range —
Q1 2022
Shares 4,935 Value ($000) $453 Avg Close — Range —