ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Plan A Wealth LLC's Holding History (CIK: 0002093645)

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

Q4 2025
Shares 4,204 Value ($000) $2,879 Avg Close — Range —
Q3 2025
Shares 2,598 Value ($000) $1,739 Avg Close — Range —
Q2 2025
Shares 2,398 Value ($000) $1,489 Avg Close — Range —
Q1 2025
Shares 1,708 Value ($000) $960 Avg Close — Range —
Q4 2024
Shares 1,834 Value ($000) $1,080 Avg Close — Range —