ISHARES TR

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

Planning Center, Inc.'s Holding History (CIK: 0001910966)

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

Q4 2025
Shares 5,136 Value ($000) $633 Avg Close — Range —
Q3 2025
Shares 5,136 Value ($000) $620 Avg Close — Range —
Q2 2025
Shares 6,056 Value ($000) $667 Avg Close — Range —
Q1 2025
Shares 7,066 Value ($000) $656 Avg Close — Range —
Q4 2024
Shares 8,171 Value ($000) $830 Avg Close — Range —
Q3 2024
Shares 10,037 Value ($000) $961 Avg Close — Range —
Q2 2024
Shares 10,037 Value ($000) $929 Avg Close — Range —
Q1 2024
Shares 10,037 Value ($000) $848 Avg Close — Range —
Q4 2023
Shares 10,287 Value ($000) $773 Avg Close — Range —
Q3 2023
Shares 10,969 Value ($000) $751 Avg Close — Range —
Q2 2023
Shares 10,969 Value ($000) $773 Avg Close — Range —
Q1 2023
Shares 10,969 Value ($000) $710 Avg Close — Range —
Q4 2022
Shares 12,765 Value ($000) $747 Avg Close — Range —
Q3 2022
Shares 12,870 Value ($000) $735 Avg Close — Range —
Q2 2022
Shares 14,002 Value ($000) $869 Avg Close — Range —
Q1 2022
Shares 14,166 Value ($000) $1,082 Avg Close — Range —
Q4 2021
Shares 15,346 Value ($000) $1,198 Avg Close — Range —