ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

Cornerstone Planning, LLC's Holding History (CIK: 0001802105)

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

Q4 2025
Shares 3,191 Value ($000) $420 Avg Close — Range —
Q4 2024
Shares 2,877 Value ($000) $360 Avg Close — Range —