ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Peak Retirement Planning, Inc.'s Holding History (CIK: 0002056697)

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

Q4 2025
Shares 1,211 Value ($000) $830 Avg Close — Range —
Q3 2025
Shares 1,238 Value ($000) $829 Avg Close — Range —
Q2 2025
Shares 1,134 Value ($000) $704 Avg Close — Range —
Q1 2025
Shares 824 Value ($000) $463 Avg Close — Range —
Q4 2024
Shares 789 Value ($000) $465 Avg Close — Range —