ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 11,541 Value ($000) $8,063 Avg Close — Range —
Q3 2025
Shares 10,839 Value ($000) $7,405 Avg Close — Range —
Q2 2025
Shares 706 Value ($000) $446 Avg Close — Range —
Q1 2025
Shares 1,143 Value ($000) $615 Avg Close — Range —
Q4 2024
Shares 729 Value ($000) $439 Avg Close — Range —
Q3 2024
Shares 802 Value ($000) $469 Avg Close — Range —
Q2 2024
Shares 1,424 Value ($000) $741 Avg Close — Range —
Q1 2024
Shares 2,765 Value ($000) $1,421 Avg Close — Range —
Q4 2023
Shares 4,653 Value ($000) $2,222 Avg Close — Range —
Q3 2023
Shares 6,996 Value ($000) $3,004 Avg Close — Range —
Q2 2023
Shares 6,994 Value ($000) $3,117 Avg Close — Range —
Q4 2022
Shares 11,169 Value ($000) $4,362 Avg Close — Range —