ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

Planned Solutions, Inc.'s Holding History (CIK: 0001831332)

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

Q4 2025
Shares 9,716 Value ($000) $1,371 Avg Close — Range —
Q3 2025
Shares 10,224 Value ($000) $1,453 Avg Close — Range —
Q2 2025
Shares 9,670 Value ($000) $1,284 Avg Close — Range —
Q1 2025
Shares 9,645 Value ($000) $1,295 Avg Close — Range —
Q4 2024
Shares 9,871 Value ($000) $1,296 Avg Close — Range —
Q3 2024
Shares 7,763 Value ($000) $1,049 Avg Close — Range —
Q2 2024
Shares 7,734 Value ($000) $936 Avg Close — Range —
Q1 2024
Shares 8,059 Value ($000) $993 Avg Close — Range —
Q4 2023
Shares 8,567 Value ($000) $1,004 Avg Close — Range —
Q3 2023
Shares 10,096 Value ($000) $1,087 Avg Close — Range —
Q2 2023
Shares 12,429 Value ($000) $1,408 Avg Close — Range —
Q1 2023
Shares 12,904 Value ($000) $1,512 Avg Close — Range —
Q4 2022
Shares 12,417 Value ($000) $1,497 Avg Close — Range —
Q3 2022
Shares 11,425 Value ($000) $1,225 Avg Close — Range —
Q2 2022
Shares 12,199 Value ($000) $1,435 Avg Close — Range —
Q1 2022
Shares 12,949 Value ($000) $1,659 Avg Close — Range —
Q4 2021
Shares 12,015 Value ($000) $1,473 Avg Close — Range —
Q2 2021
Shares 11,936 Value ($000) $1,392 Avg Close — Range —
Q1 2021
Shares 11,134 Value ($000) $1,270 Avg Close — Range —
Q4 2020
Shares 7,493 Value ($000) $721 Avg Close — Range —
Q3 2020
Shares 7,687 Value ($000) $627 Avg Close — Range —