ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025
Shares 36,132 Value ($000) $2,992 Avg Close — Range —
Q3 2025
Shares 40,237 Value ($000) $3,338 Avg Close — Range —
Q2 2025
Shares 41,547 Value ($000) $3,443 Avg Close — Range —
Q1 2025
Shares 42,284 Value ($000) $3,498 Avg Close — Range —
Q4 2024
Shares 2,454,066 Value ($000) $201,794 Avg Close — Range —
Q3 2024
Shares 48,186 Value ($000) $4,007 Avg Close — Range —
Q2 2024
Shares 48,631 Value ($000) $3,971 Avg Close — Range —
Q1 2024
Shares 54,796 Value ($000) $4,495 Avg Close — Range —
Q4 2023
Shares 54,796 Value ($000) $4,495 Avg Close — Range —
Q3 2023
Shares 56,504 Value ($000) $4,575 Avg Close — Range —
Q2 2023
Shares 60,779 Value ($000) $4,908 Avg Close — Range —
Q1 2023
Shares 69,085 Value ($000) $5,198 Avg Close — Range —
Q4 2022
Shares 80,040 Value ($000) $6,033 Avg Close — Range —
Q3 2022
Shares 80,736 Value ($000) $6,555 Avg Close — Range —