ISHARES TR

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

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

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

Q4 2025
Shares 85 Value ($000) $18 Avg Close — Range —
Q3 2025
Shares 85 Value ($000) $17 Avg Close — Range —
Q2 2025
Shares 85 Value ($000) $17 Avg Close — Range —
Q1 2025
Shares 85 Value ($000) $16 Avg Close — Range —
Q4 2024
Shares 61 Value ($000) $11 Avg Close — Range —