ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

Capital Planning Advisors, LLC's Holding History (CIK: 0001631941)

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

Q2 2024
Shares 4,342 Value ($000) $407 Avg Close — Range —
Q1 2024
Shares 7,347 Value ($000) $695 Avg Close — Range —
Q4 2023
Shares 6,387 Value ($000) $616 Avg Close — Range —
Q3 2023
Shares 370,317 Value ($000) $33,917 Avg Close — Range —
Q2 2023
Shares 394,159 Value ($000) $38,076 Avg Close — Range —
Q1 2023
Shares 244,909 Value ($000) $24,275 Avg Close — Range —