ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Cornerstone Planning, LLC's Holding History (CIK: 0001802105)

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

Q4 2025
Shares 869 Value ($000) $595 Avg Close — Range —
Q4 2024
Shares 357 Value ($000) $210 Avg Close — Range —