ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

PLANNING ALTERNATIVES LTD /ADV's Holding History (CIK: 0000712011)

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

Q3 2025
Shares 2,063 Value ($000) $249 Avg Close — Range —
Q2 2025
Shares 2,063 Value ($000) $227 Avg Close — Range —
Q4 2024
Shares 2,063 Value ($000) $209 Avg Close — Range —