ISHARES TR

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

Consolidated Planning Corp's Holding History (CIK: 0001805250)

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

Q4 2025
Shares 5,797 Value ($000) $715 Avg Close — Range —
Q3 2025
Shares 4,665 Value ($000) $563 Avg Close — Range —
Q2 2025
Shares 2,575 Value ($000) $284 Avg Close — Range —
Q1 2025
Shares 2,691 Value ($000) $250 Avg Close — Range —
Q4 2024
Shares 2,700 Value ($000) $274 Avg Close — Range —