ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Capasso Planning Partners LLC's Holding History (CIK: 0001911938)

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

Q4 2025
Shares 12,006 Value ($000) $792 Avg Close — Range —
Q3 2025
Shares 13,940 Value ($000) $910 Avg Close — Range —
Q2 2025
Shares 17,949 Value ($000) $1,113 Avg Close — Range —
Q1 2025
Shares 23,325 Value ($000) $1,361 Avg Close — Range —
Q4 2024
Shares 23,918 Value ($000) $1,490 Avg Close — Range —
Q3 2024
Shares 40,953 Value ($000) $2,552 Avg Close — Range —
Q2 2024
Shares 38,415 Value ($000) $2,248 Avg Close — Range —
Q1 2024
Shares 31,874 Value ($000) $1,936 Avg Close — Range —
Q4 2023
Shares 5,985 Value ($000) $1,659 Avg Close — Range —
Q3 2023
Shares 6,390 Value ($000) $1,593 Avg Close — Range —
Q2 2023
Shares 6,383 Value ($000) $1,669 Avg Close — Range —
Q1 2023
Shares 6,659 Value ($000) $1,666 Avg Close — Range —
Q4 2022
Shares 5,938 Value ($000) $1,436 Avg Close — Range —
Q3 2022
Shares 5,713 Value ($000) $1,253 Avg Close — Range —
Q2 2022
Shares 6,078 Value ($000) $1,375 Avg Close — Range —
Q1 2022
Shares 5,402 Value ($000) $1,450 Avg Close — Range —
Q4 2021
Shares 5,524 Value ($000) $1,564 Avg Close — Range —