ISHARES TR

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

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 20,969 Value ($000) $2,585 Avg Close — Range —
Q3 2025
Shares 19,878 Value ($000) $2,400 Avg Close — Range —
Q2 2025
Shares 16,981 Value ($000) $1,870 Avg Close — Range —
Q1 2025
Shares 16,891 Value ($000) $1,568 Avg Close — Range —
Q4 2024
Shares 6,850 Value ($000) $695 Avg Close — Range —