ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

Sequent Planning LLC's Holding History (CIK: 0002009724)

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

Q4 2025
Shares 35,048 Value ($000) $3,852 Avg Close — Range —
Q3 2025
Shares 33,678 Value ($000) $3,746 Avg Close — Range —
Q2 2025
Shares 111,102 Value ($000) $12,226 Avg Close — Range —
Q1 2025
Shares 104,281 Value ($000) $11,585 Avg Close — Range —
Q4 2024
Shares 94,905 Value ($000) $10,112 Avg Close — Range —
Q3 2024
Shares 107,216 Value ($000) $11,844 Avg Close — Range —
Q2 2024
Shares 117,204 Value ($000) $12,414 Avg Close — Range —
Q1 2024
Shares 109,836 Value ($000) $11,798 Avg Close — Range —