ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

ESG Planning's Holding History (CIK: 0001931465)

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

Q4 2025
Shares 320 Value ($000) $219 Avg Close — Range —
Q3 2025
Shares 317 Value ($000) $212 Avg Close — Range —
Q2 2025
Shares 628 Value ($000) $390 Avg Close — Range —
Q2 2024
Shares 389 Value ($000) $213 Avg Close — Range —