ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q3 2025
Shares 6,325 Value ($000) $2,312 Avg Close — Range —
Q2 2025
Shares 6,325 Value ($000) $2,148 Avg Close — Range —
Q1 2025
Shares 6,325 Value ($000) $1,940 Avg Close — Range —
Q4 2024
Shares 6,325 Value ($000) $2,038 Avg Close — Range —
Q3 2024
Shares 6,325 Value ($000) $1,989 Avg Close — Range —
Q2 2024
Shares 6,325 Value ($000) $1,882 Avg Close — Range —
Q1 2024
Shares 6,325 Value ($000) $1,822 Avg Close — Range —
Q4 2023
Shares 6,325 Value ($000) $1,659 Avg Close — Range —
Q3 2023
Shares 6,325 Value ($000) $1,486 Avg Close — Range —
Q2 2023
Shares 6,325 Value ($000) $1,542 Avg Close — Range —
Q1 2023
Shares 6,445 Value ($000) $1,452 Avg Close — Range —
Q4 2022
Shares 6,445 Value ($000) $1,357 Avg Close — Range —