ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 2,088 Value ($000) $780 Avg Close — Range —
Q3 2025
Shares 2,125 Value ($000) $777 Avg Close — Range —
Q2 2025
Shares 2,125 Value ($000) $722 Avg Close — Range —
Q4 2022
Shares 1,542 Value ($000) $351 Avg Close — Range —
Q3 2022
Shares 1,542 Value ($000) $333 Avg Close — Range —
Q1 2022
Shares 1,542 Value ($000) $351 Avg Close — Range —