ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

Planning Center, Inc.'s Holding History (CIK: 0001910966)

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

Q4 2025
Shares 1,013 Value ($000) $479 Avg Close — Range —
Q3 2025
Shares 1,013 Value ($000) $474 Avg Close — Range —
Q2 2025
Shares 1,013 Value ($000) $430 Avg Close — Range —
Q1 2025
Shares 1,497 Value ($000) $541 Avg Close — Range —
Q4 2024
Shares 723 Value ($000) $290 Avg Close — Range —
Q3 2024
Shares 823 Value ($000) $309 Avg Close — Range —
Q2 2024
Shares 823 Value ($000) $300 Avg Close — Range —
Q4 2023
Shares 804 Value ($000) $244 Avg Close — Range —
Q3 2023
Shares 804 Value ($000) $214 Avg Close — Range —
Q2 2023
Shares 804 Value ($000) $221 Avg Close — Range —
Q4 2022
Shares 1,013 Value ($000) $217 Avg Close — Range —
Q3 2022
Shares 1,013 Value ($000) $211 Avg Close — Range —
Q2 2022
Shares 1,038 Value ($000) $233 Avg Close — Range —
Q1 2022
Shares 1,538 Value ($000) $427 Avg Close — Range —
Q4 2021
Shares 1,538 Value ($000) $436 Avg Close — Range —