ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Planning Center, Inc.'s Holding History (CIK: 0001910966)

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

Q4 2025
Shares 1,787 Value ($000) $1,224 Avg Close — Range —
Q3 2025
Shares 1,787 Value ($000) $1,196 Avg Close — Range —
Q2 2025
Shares 1,787 Value ($000) $1,110 Avg Close — Range —
Q1 2025
Shares 1,862 Value ($000) $1,046 Avg Close — Range —
Q4 2024
Shares 2,078 Value ($000) $1,224 Avg Close — Range —
Q3 2024
Shares 2,078 Value ($000) $1,199 Avg Close — Range —
Q2 2024
Shares 2,038 Value ($000) $1,115 Avg Close — Range —
Q1 2024
Shares 2,160 Value ($000) $1,136 Avg Close — Range —
Q4 2023
Shares 2,236 Value ($000) $1,068 Avg Close — Range —
Q3 2023
Shares 2,712 Value ($000) $1,165 Avg Close — Range —
Q2 2023
Shares 2,712 Value ($000) $1,209 Avg Close — Range —
Q1 2023
Shares 2,724 Value ($000) $1,131 Avg Close — Range —
Q4 2022
Shares 2,844 Value ($000) $1,093 Avg Close — Range —
Q3 2022
Shares 3,224 Value ($000) $1,158 Avg Close — Range —
Q2 2022
Shares 3,318 Value ($000) $1,278 Avg Close — Range —
Q1 2022
Shares 3,330 Value ($000) $1,511 Avg Close — Range —
Q4 2021
Shares 3,342 Value ($000) $1,535 Avg Close — Range —