ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 3,735 Value ($000) $555 Avg Close — Range —
Q3 2025
Shares 3,724 Value ($000) $542 Avg Close — Range —
Q2 2025
Shares 3,713 Value ($000) $501 Avg Close — Range —
Q1 2025
Shares 3,702 Value ($000) $452 Avg Close — Range —
Q4 2024
Shares 3,691 Value ($000) $475 Avg Close — Range —