ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Planned Solutions, Inc.'s Holding History (CIK: 0001831332)

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

Q4 2025
Shares 1,874 Value ($000) $1,284 Avg Close — Range —
Q3 2025
Shares 2,078 Value ($000) $1,391 Avg Close — Range —
Q2 2025
Shares 1,586 Value ($000) $985 Avg Close — Range —
Q1 2025
Shares 1,579 Value ($000) $887 Avg Close — Range —
Q4 2024
Shares 1,483 Value ($000) $873 Avg Close — Range —
Q3 2024
Shares 1,489 Value ($000) $859 Avg Close — Range —
Q2 2024
Shares 1,488 Value ($000) $814 Avg Close — Range —
Q1 2024
Shares 1,487 Value ($000) $782 Avg Close — Range —
Q4 2023
Shares 1,480 Value ($000) $707 Avg Close — Range —
Q3 2023
Shares 1,478 Value ($000) $635 Avg Close — Range —
Q2 2023
Shares 1,478 Value ($000) $659 Avg Close — Range —
Q1 2023
Shares 1,477 Value ($000) $607 Avg Close — Range —
Q4 2022
Shares 1,476 Value ($000) $567 Avg Close — Range —
Q3 2022
Shares 1,486 Value ($000) $533 Avg Close — Range —
Q2 2022
Shares 1,449 Value ($000) $549 Avg Close — Range —
Q1 2022
Shares 1,448 Value ($000) $657 Avg Close — Range —
Q4 2021
Shares 1,452 Value ($000) $693 Avg Close — Range —
Q2 2021
Shares 1,457 Value ($000) $626 Avg Close — Range —
Q4 2020
Shares 399 Value ($000) $150 Avg Close — Range —
Q3 2020
Shares 398 Value ($000) $134 Avg Close — Range —