ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 8,832 Value ($000) $5,911 Avg Close — Range —
Q2 2025
Shares 8,882 Value ($000) $5,515 Avg Close — Range —
Q1 2025
Shares 9,744 Value ($000) $5,475 Avg Close — Range —
Q4 2024
Shares 9,645 Value ($000) $5,678 Avg Close — Range —
Q3 2024
Shares 53,050 Value ($000) $30,600 Avg Close — Range —
Q2 2024
Shares 53,353 Value ($000) $29,196 Avg Close — Range —
Q1 2024
Shares 53,098 Value ($000) $27,915 Avg Close — Range —
Q4 2023
Shares 52,500 Value ($000) $25,076 Avg Close — Range —
Q3 2023
Shares 48,473 Value ($000) $20,816 Avg Close — Range —
Q2 2023
Shares 48,854 Value ($000) $21,775 Avg Close — Range —
Q1 2023
Shares 50,124 Value ($000) $20,605 Avg Close — Range —
Q4 2022
Shares 50,894 Value ($000) $19,554 Avg Close — Range —