ISHARES TR

Ticker: IGM CUSIP: 464287549 Class: EXPND TEC SC ETF

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

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

Q4 2025
Shares 14,536 Value ($000) $1,877 Avg Close — Range —
Q3 2025
Shares 11,410 Value ($000) $1,437 Avg Close — Range —
Q2 2025
Shares 10,090 Value ($000) $1,133 Avg Close — Range —
Q1 2025
Shares 10,192 Value ($000) $924 Avg Close — Range —
Q4 2024
Shares 8,361 Value ($000) $854 Avg Close — Range —