ISHARES TR

Ticker: IXC CUSIP: 464287341 Class: GLOBAL ENERG ETF

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

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

Q4 2025
Shares 1,635 Value ($000) $69 Avg Close — Range —
Q3 2025
Shares 1,618 Value ($000) $68 Avg Close — Range —
Q2 2025
Shares 1,618 Value ($000) $64 Avg Close — Range —
Q1 2025
Shares 1,603 Value ($000) $67 Avg Close — Range —
Q4 2024
Shares 1,603 Value ($000) $61 Avg Close — Range —