ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Planned Solutions, Inc.'s Holding History (CIK: 0001831332)

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

Q4 2025
Shares 6,233 Value ($000) $1,534 Avg Close — Range —
Q3 2025
Shares 6,216 Value ($000) $1,504 Avg Close — Range —
Q2 2025
Shares 6,201 Value ($000) $1,338 Avg Close — Range —
Q1 2025
Shares 6,997 Value ($000) $1,396 Avg Close — Range —
Q4 2024
Shares 6,988 Value ($000) $1,544 Avg Close — Range —
Q3 2024
Shares 6,999 Value ($000) $1,546 Avg Close — Range —
Q2 2024
Shares 6,979 Value ($000) $1,416 Avg Close — Range —
Q1 2024
Shares 6,962 Value ($000) $1,464 Avg Close — Range —
Q4 2023
Shares 6,947 Value ($000) $1,394 Avg Close — Range —
Q3 2023
Shares 6,868 Value ($000) $1,214 Avg Close — Range —
Q2 2023
Shares 6,868 Value ($000) $1,286 Avg Close — Range —
Q1 2023
Shares 6,852 Value ($000) $1,222 Avg Close — Range —
Q4 2022
Shares 6,831 Value ($000) $1,191 Avg Close — Range —
Q3 2022
Shares 6,774 Value ($000) $1,117 Avg Close — Range —
Q2 2022
Shares 6,774 Value ($000) $1,147 Avg Close — Range —
Q1 2022
Shares 6,756 Value ($000) $1,387 Avg Close — Range —
Q4 2021
Shares 6,745 Value ($000) $1,501 Avg Close — Range —
Q2 2021
Shares 6,710 Value ($000) $1,539 Avg Close — Range —
Q1 2021
Shares 6,245 Value ($000) $1,380 Avg Close — Range —
Q4 2020
Shares 5,907 Value ($000) $1,158 Avg Close — Range —
Q3 2020
Shares 5,890 Value ($000) $882 Avg Close — Range —