ISHARES TR

Ticker: IDU CUSIP: 464287697 Class: Exchange Traded Fund

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

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

Q3 2025
Shares 2,085 Value ($000) $231 Avg Close — Range —
Q2 2025
Shares 2,081 Value ($000) $218 Avg Close — Range —
Q1 2025
Shares 2,376 Value ($000) $241 Avg Close — Range —
Q4 2024
Shares 2,371 Value ($000) $228 Avg Close — Range —
Q3 2024
Shares 2,065 Value ($000) $211 Avg Close — Range —