ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

BEACON FINANCIAL PLANNING, INC's Holding History (CIK: 0001966066)

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

Q4 2025
Shares 11,166 Value ($000) $3,363 Avg Close — Range —
Q3 2025
Shares 10,994 Value ($000) $2,981 Avg Close — Range —
Q2 2025
Shares 10,824 Value ($000) $2,584 Avg Close — Range —
Q1 2025
Shares 11,071 Value ($000) $2,083 Avg Close — Range —
Q4 2024
Shares 11,945 Value ($000) $2,574 Avg Close — Range —
Q3 2024
Shares 11,395 Value ($000) $2,628 Avg Close — Range —
Q2 2024
Shares 8,376 Value ($000) $2,066 Avg Close — Range —
Q1 2024
Shares 5,996 Value ($000) $1,355 Avg Close — Range —
Q4 2023
Shares 1,041 Value ($000) $600 Avg Close — Range —
Q3 2023
Shares 472 Value ($000) $224 Avg Close — Range —