ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 6,513 Value ($000) $1,962 Avg Close — Range —
Q3 2025
Shares 6,374 Value ($000) $1,728 Avg Close — Range —
Q2 2025
Shares 5,956 Value ($000) $1,422 Avg Close — Range —
Q1 2025
Shares 3,586 Value ($000) $675 Avg Close — Range —
Q4 2024
Shares 9,425 Value ($000) $2,031 Avg Close — Range —