ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Investments & Financial Planning, LLC's Holding History (CIK: 0001909307)

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

Q4 2025
Shares 404,791 Value ($000) $26,716 Avg Close — Range —
Q3 2025
Shares 407,297 Value ($000) $26,580 Avg Close — Range —
Q2 2025
Shares 404,959 Value ($000) $25,116 Avg Close — Range —
Q1 2025
Shares 396,879 Value ($000) $23,158 Avg Close — Range —
Q4 2024
Shares 396,889 Value ($000) $24,730 Avg Close — Range —
Q3 2024
Shares 395,142 Value ($000) $24,625 Avg Close — Range —
Q2 2024
Shares 396,908 Value ($000) $23,227 Avg Close — Range —
Q1 2024
Shares 389,010 Value ($000) $23,628 Avg Close — Range —
Q4 2023
Shares 77,960 Value ($000) $21,606 Avg Close — Range —
Q3 2023
Shares 77,046 Value ($000) $19,211 Avg Close — Range —
Q2 2023
Shares 75,900 Value ($000) $19,846 Avg Close — Range —
Q1 2023
Shares 75,645 Value ($000) $18,923 Avg Close — Range —
Q4 2022
Shares 75,123 Value ($000) $18,172 Avg Close — Range —
Q2 2022
Shares 73,865 Value ($000) $16,710 Avg Close — Range —
Q1 2022
Shares 72,857 Value ($000) $19,551 Avg Close — Range —
Q4 2021
Shares 70,663 Value ($000) $18,897 Avg Close — Range —