ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 68,939 Value ($000) $47,219 Avg Close — Range —
Q3 2025
Shares 39,849 Value ($000) $26,671 Avg Close — Range —
Q2 2025
Shares 10,363 Value ($000) $6,434 Avg Close — Range —
Q1 2025
Shares 9,215 Value ($000) $5,178 Avg Close — Range —
Q4 2024
Shares 5,492 Value ($000) $3,233 Avg Close — Range —
Q3 2024
Shares 5,086 Value ($000) $2,934 Avg Close — Range —
Q2 2024
Shares 1,519 Value ($000) $831 Avg Close — Range —
Q1 2024
Shares 1,515 Value ($000) $796 Avg Close — Range —
Q4 2023
Shares 1,556 Value ($000) $743 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 1,520 Value ($000) $625 Avg Close — Range —
Q4 2022
Shares 28,000 Value ($000) $11,614 Avg Close — Range —
Q3 2022
Shares 27,415 Value ($000) $10,825 Avg Close — Range —
Q1 2022
Shares 20,844 Value ($000) $8,620 Avg Close — Range —