ISHARES TR

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

XY Planning Network, Inc.'s Holding History (CIK: 0001873438)

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

Q4 2025

Shares 14,819 Value ($000) $3,143 Avg Close — Range —

Q3 2025

Shares 1,361 Value ($000) $266 Avg Close — Range —

Q2 2025

Shares 1,361 Value ($000) $266 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	14,819	$3,143	—	—
Q3 2025	1,361	$266	—	—
Q2 2025	1,361	$266	—	—