ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Capasso Planning Partners LLC's Holding History (CIK: 0001911938)

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

Q4 2025
Shares 1,012 Value ($000) $249 Avg Close — Range —
Q3 2024
Shares 5,347 Value ($000) $1,181 Avg Close — Range —
Q2 2024
Shares 4,613 Value ($000) $936 Avg Close — Range —
Q1 2024
Shares 6,876 Value ($000) $1,446 Avg Close — Range —
Q4 2023
Shares 7,175 Value ($000) $1,440 Avg Close — Range —
Q3 2023
Shares 7,431 Value ($000) $1,313 Avg Close — Range —
Q2 2023
Shares 7,056 Value ($000) $1,321 Avg Close — Range —
Q1 2023
Shares 1,299 Value ($000) $232 Avg Close — Range —
Q4 2022
Shares 1,319 Value ($000) $230 Avg Close — Range —
Q3 2022
Shares 2,560 Value ($000) $422 Avg Close — Range —
Q2 2022
Shares 1,739 Value ($000) $295 Avg Close — Range —
Q1 2022
Shares 1,813 Value ($000) $372 Avg Close — Range —