ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025
Shares 9,352 Value ($000) $6,405 Avg Close — Range —
Q3 2025
Shares 8,882 Value ($000) $5,945 Avg Close — Range —
Q2 2025
Shares 9,287 Value ($000) $5,766 Avg Close — Range —
Q1 2025
Shares 9,377 Value ($000) $5,269 Avg Close — Range —
Q4 2024
Shares 634,886 Value ($000) $375,631 Avg Close — Range —
Q3 2024
Shares 10,155 Value ($000) $5,858 Avg Close — Range —
Q2 2024
Shares 10,325 Value ($000) $5,650 Avg Close — Range —
Q1 2024
Shares 10,617 Value ($000) $5,071 Avg Close — Range —
Q4 2023
Shares 10,626 Value ($000) $5,075 Avg Close — Range —
Q3 2023
Shares 10,889 Value ($000) $4,681 Avg Close — Range —
Q2 2023
Shares 10,848 Value ($000) $4,828 Avg Close — Range —
Q1 2023
Shares 10,529 Value ($000) $4,328 Avg Close — Range —
Q4 2022
Shares 10,134 Value ($000) $3,641 Avg Close — Range —