ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 2,698 Value ($000) $453 Avg Close — Range —
Q3 2025
Shares 2,733 Value ($000) $450 Avg Close — Range —
Q2 2025
Shares 2,759 Value ($000) $415 Avg Close — Range —
Q1 2025
Shares 2,759 Value ($000) $351 Avg Close — Range —
Q3 2018
Shares 937 Value ($000) $58 Avg Close — Range —