ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025
Shares 2,409 Value ($000) $358 Avg Close — Range —
Q4 2024
Shares 115,074 Value ($000) $14,854 Avg Close — Range —
Q3 2024
Shares 2,053 Value ($000) $258 Avg Close — Range —