ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 1,734 Value ($000) $660 Avg Close — Range —
Q3 2025
Shares 1,730 Value ($000) $644 Avg Close — Range —
Q2 2025
Shares 1,875 Value ($000) $647 Avg Close — Range —
Q1 2025
Shares 2,166 Value ($000) $637 Avg Close — Range —
Q4 2024
Shares 2,233 Value ($000) $738 Avg Close — Range —
Q3 2024
Shares 2,283 Value ($000) $728 Avg Close — Range —
Q2 2024
Shares 2,276 Value ($000) $645 Avg Close — Range —
Q1 2024
Shares 3,987 Value ($000) $1,121 Avg Close — Range —
Q4 2023
Shares 3,980 Value ($000) $1,044 Avg Close — Range —
Q3 2023
Shares 4,855 Value ($000) $1,141 Avg Close — Range —
Q2 2023
Shares 4,918 Value ($000) $1,199 Avg Close — Range —
Q4 2022
Shares 3,362 Value ($000) $720 Avg Close — Range —