ISHARES TR

Ticker: IJK CUSIP: 464287606 Class: S&P MC 400GR ETF

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 4,272 Value ($000) $410 Avg Close — Range —
Q2 2025
Shares 4,272 Value ($000) $389 Avg Close — Range —
Q1 2025
Shares 4,272 Value ($000) $356 Avg Close — Range —
Q4 2024
Shares 4,272 Value ($000) $388 Avg Close — Range —
Q3 2024
Shares 4,272 Value ($000) $393 Avg Close — Range —
Q2 2024
Shares 4,272 Value ($000) $376 Avg Close — Range —
Q1 2024
Shares 4,272 Value ($000) $390 Avg Close — Range —
Q4 2023
Shares 4,272 Value ($000) $338 Avg Close — Range —
Q3 2023
Shares 4,272 Value ($000) $309 Avg Close — Range —
Q2 2023
Shares 4,272 Value ($000) $320 Avg Close — Range —
Q1 2023
Shares 4,272 Value ($000) $305 Avg Close — Range —
Q4 2022
Shares 4,272 Value ($000) $292 Avg Close — Range —