ISHARES TR

Ticker: TLT CUSIP: 464287432 Class: 20 YR TR BD ETF

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 22,411 Value ($000) $1,953 Avg Close — Range —
Q3 2025
Shares 23,198 Value ($000) $2,073 Avg Close — Range —
Q2 2025
Shares 25,229 Value ($000) $2,226 Avg Close — Range —
Q1 2025
Shares 20,874 Value ($000) $1,900 Avg Close — Range —
Q4 2024
Shares 24,092 Value ($000) $2,104 Avg Close — Range —
Q3 2024
Shares 4,435 Value ($000) $435 Avg Close — Range —
Q2 2024
Shares 15,412 Value ($000) $1,415 Avg Close — Range —
Q1 2024
Shares 15,512 Value ($000) $1,468 Avg Close — Range —
Q4 2023
Shares 18,093 Value ($000) $1,789 Avg Close — Range —
Q3 2023
Shares 18,036 Value ($000) $1,600 Avg Close — Range —
Q1 2023
Shares 18,012 Value ($000) $1,916 Avg Close — Range —
Q4 2022
Shares 18,120 Value ($000) $1,889 Avg Close — Range —
Q3 2022
Shares 18,120 Value ($000) $1,984 Avg Close — Range —
Q1 2022
Shares 18,068 Value ($000) $2,158 Avg Close — Range —