ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 1,396 Value ($000) $296 Avg Close — Range —
Q3 2025
Shares 1,255 Value ($000) $259 Avg Close — Range —
Q2 2025
Shares 1,196 Value ($000) $234 Avg Close — Range —
Q1 2025
Shares 1,225 Value ($000) $233 Avg Close — Range —
Q4 2024
Shares 1,222 Value ($000) $233 Avg Close — Range —