ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q3 2025
Shares 1,118 Value ($000) $271 Avg Close — Range —
Q2 2025
Shares 1,117 Value ($000) $241 Avg Close — Range —
Q1 2025
Shares 1,115 Value ($000) $223 Avg Close — Range —
Q4 2024
Shares 1,158 Value ($000) $256 Avg Close — Range —
Q3 2024
Shares 1,013 Value ($000) $224 Avg Close — Range —
Q2 2024
Shares 1,019 Value ($000) $207 Avg Close — Range —
Q1 2024
Shares 1,125 Value ($000) $237 Avg Close — Range —
Q4 2023
Shares 1,146 Value ($000) $230 Avg Close — Range —
Q3 2023
Shares 1,145 Value ($000) $202 Avg Close — Range —
Q2 2023
Shares 1,145 Value ($000) $214 Avg Close — Range —
Q1 2023
Shares 1,179 Value ($000) $210 Avg Close — Range —