ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q3 2025
Shares 693 Value ($000) $464 Avg Close — Range —
Q2 2025
Shares 693 Value ($000) $430 Avg Close — Range —
Q1 2025
Shares 1,088 Value ($000) $611 Avg Close — Range —
Q4 2024
Shares 1,088 Value ($000) $640 Avg Close — Range —
Q3 2024
Shares 1,088 Value ($000) $628 Avg Close — Range —
Q2 2024
Shares 1,164 Value ($000) $661 Avg Close — Range —
Q1 2024
Shares 1,986 Value ($000) $1,044 Avg Close — Range —
Q4 2023
Shares 1,824 Value ($000) $871 Avg Close — Range —
Q3 2023
Shares 1,494 Value ($000) $642 Avg Close — Range —