ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Fiduciary Planning LLC's Holding History (CIK: 0001792851)

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

Q4 2025
Shares 8,651 Value ($000) $5,926 Avg Close — Range —
Q3 2025
Shares 8,545 Value ($000) $5,719 Avg Close — Range —
Q2 2025
Shares 8,038 Value ($000) $4,991 Avg Close — Range —
Q1 2025
Shares 8,365 Value ($000) $4,700 Avg Close — Range —
Q4 2024
Shares 7,874 Value ($000) $4,635 Avg Close — Range —
Q3 2024
Shares 7,540 Value ($000) $4,349 Avg Close — Range —
Q2 2024
Shares 7,229 Value ($000) $3,956 Avg Close — Range —
Q2 2022
Shares 640 Value ($000) $243 Avg Close — Range —
Q1 2022
Shares 803 Value ($000) $364 Avg Close — Range —
Q4 2021
Shares 1,592 Value ($000) $759 Avg Close — Range —
Q3 2021
Shares 17,217 Value ($000) $7,417 Avg Close — Range —
Q2 2021
Shares 6,017 Value ($000) $2,587 Avg Close — Range —