ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2024
Shares 5,000 Value ($000) $441 Avg Close — Range —
Q3 2024
Shares 2,500 Value ($000) $220 Avg Close — Range —
Q2 2024
Shares 2,500 Value ($000) $203 Avg Close — Range —