ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 6,330 Value ($000) $4,336 Avg Close — Range —
Q3 2025
Shares 6,012 Value ($000) $4,024 Avg Close — Range —
Q2 2025
Shares 5,852 Value ($000) $3,633 Avg Close — Range —
Q1 2025
Shares 5,496 Value ($000) $3,088 Avg Close — Range —
Q4 2024
Shares 7,965 Value ($000) $4,689 Avg Close — Range —