ISHARES TR

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

Planning Center, Inc.'s Holding History (CIK: 0001910966)

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

Q1 2025
Shares 1,261 Value ($000) $240 Avg Close — Range —
Q4 2024
Shares 1,216 Value ($000) $232 Avg Close — Range —
Q3 2024
Shares 2,246 Value ($000) $443 Avg Close — Range —
Q2 2024
Shares 2,353 Value ($000) $428 Avg Close — Range —
Q1 2024
Shares 2,420 Value ($000) $452 Avg Close — Range —
Q4 2023
Shares 5,868 Value ($000) $1,020 Avg Close — Range —
Q3 2023
Shares 5,868 Value ($000) $903 Avg Close — Range —
Q2 2023
Shares 6,486 Value ($000) $1,045 Avg Close — Range —
Q1 2023
Shares 6,486 Value ($000) $990 Avg Close — Range —
Q4 2022
Shares 6,486 Value ($000) $941 Avg Close — Range —
Q3 2022
Shares 6,486 Value ($000) $845 Avg Close — Range —
Q2 2022
Shares 6,486 Value ($000) $895 Avg Close — Range —
Q1 2022
Shares 6,486 Value ($000) $1,010 Avg Close — Range —
Q4 2021
Shares 6,486 Value ($000) $1,013 Avg Close — Range —