ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

XY Planning Network, Inc.'s Holding History (CIK: 0001873438)

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

Q4 2025
Shares 10,021 Value ($000) $6,864 Avg Close — Range —
Q3 2025
Shares 13,058 Value ($000) $8,108 Avg Close — Range —
Q2 2025
Shares 13,058 Value ($000) $8,108 Avg Close — Range —
Q1 2025
Shares 3,604 Value ($000) $2,025 Avg Close — Range —