ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 10,418 Value ($000) $1,480 Avg Close — Range —
Q2 2025
Shares 10,394 Value ($000) $1,380 Avg Close — Range —
Q1 2025
Shares 10,868 Value ($000) $1,459 Avg Close — Range —
Q4 2024
Shares 11,059 Value ($000) $1,452 Avg Close — Range —
Q3 2024
Shares 11,110 Value ($000) $1,501 Avg Close — Range —
Q2 2024
Shares 11,477 Value ($000) $1,389 Avg Close — Range —
Q1 2024
Shares 11,693 Value ($000) $1,440 Avg Close — Range —
Q4 2023
Shares 11,692 Value ($000) $1,371 Avg Close — Range —
Q3 2023
Shares 12,124 Value ($000) $1,305 Avg Close — Range —
Q2 2023
Shares 12,368 Value ($000) $1,401 Avg Close — Range —
Q1 2023
Shares 12,214 Value ($000) $1,431 Avg Close — Range —
Q4 2022
Shares 1,813 Value ($000) $219 Avg Close — Range —