ISHARES TR

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

Planned Solutions, Inc.'s Holding History (CIK: 0001831332)

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

Q4 2025
Shares 1,267 Value ($000) $269 Avg Close — Range —
Q3 2025
Shares 1,267 Value ($000) $262 Avg Close — Range —
Q2 2025
Shares 1,267 Value ($000) $248 Avg Close — Range —
Q1 2025
Shares 1,562 Value ($000) $298 Avg Close — Range —
Q4 2024
Shares 1,267 Value ($000) $242 Avg Close — Range —
Q3 2024
Shares 1,267 Value ($000) $250 Avg Close — Range —
Q2 2024
Shares 1,267 Value ($000) $231 Avg Close — Range —
Q1 2024
Shares 1,267 Value ($000) $237 Avg Close — Range —
Q4 2023
Shares 1,267 Value ($000) $220 Avg Close — Range —
Q2 2023
Shares 1,267 Value ($000) $204 Avg Close — Range —
Q4 2021
Shares 3,864 Value ($000) $605 Avg Close — Range —
Q2 2021
Shares 3,864 Value ($000) $570 Avg Close — Range —
Q1 2021
Shares 3,183 Value ($000) $450 Avg Close — Range —
Q4 2020
Shares 3,183 Value ($000) $407 Avg Close — Range —
Q3 2020
Shares 3,416 Value ($000) $384 Avg Close — Range —