ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 74,670 Value ($000) $4,873 Avg Close — Range —
Q2 2025
Shares 71,042 Value ($000) $4,406 Avg Close — Range —
Q1 2025
Shares 69,752 Value ($000) $4,070 Avg Close — Range —
Q4 2024
Shares 66,549 Value ($000) $4,147 Avg Close — Range —
Q3 2024
Shares 4,871 Value ($000) $304 Avg Close — Range —
Q2 2024
Shares 4,871 Value ($000) $285 Avg Close — Range —
Q1 2024
Shares 4,925 Value ($000) $299 Avg Close — Range —
Q4 2023
Shares 918 Value ($000) $255 Avg Close — Range —
Q3 2023
Shares 1,383 Value ($000) $345 Avg Close — Range —