ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q3 2025
Shares 30,910 Value ($000) $6,293 Avg Close — Range —
Q2 2025
Shares 23,810 Value ($000) $4,625 Avg Close — Range —
Q1 2025
Shares 1,635 Value ($000) $308 Avg Close — Range —
Q4 2024
Shares 1,635 Value ($000) $303 Avg Close — Range —
Q3 2024
Shares 1,635 Value ($000) $310 Avg Close — Range —
Q2 2024
Shares 1,635 Value ($000) $298 Avg Close — Range —
Q1 2024
Shares 1,635 Value ($000) $293 Avg Close — Range —
Q4 2023
Shares 1,635 Value ($000) $270 Avg Close — Range —
Q1 2022
Shares 1,492 Value ($000) $248 Avg Close — Range —