ISHARES TR

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

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

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

Q3 2025
Shares 800 Value ($000) $375 Avg Close — Range —
Q2 2025
Shares 800 Value ($000) $340 Avg Close — Range —
Q1 2025
Shares 800 Value ($000) $289 Avg Close — Range —
Q4 2024
Shares 836 Value ($000) $336 Avg Close — Range —
Q3 2024
Shares 800 Value ($000) $300 Avg Close — Range —
Q2 2024
Shares 800 Value ($000) $292 Avg Close — Range —
Q1 2024
Shares 1,870 Value ($000) $630 Avg Close — Range —
Q4 2023
Shares 933 Value ($000) $283 Avg Close — Range —
Q3 2023
Shares 1,330 Value ($000) $354 Avg Close — Range —
Q2 2023
Shares 1,330 Value ($000) $366 Avg Close — Range —
Q1 2023
Shares 1,330 Value ($000) $325 Avg Close — Range —
Q4 2022
Shares 1,247 Value ($000) $267 Avg Close — Range —