ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 2,095 Value ($000) $429 Avg Close — Range —
Q3 2025
Shares 2,086 Value ($000) $434 Avg Close — Range —
Q2 2025
Shares 493 Value ($000) $89 Avg Close — Range —
Q1 2025
Shares 667 Value ($000) $90 Avg Close — Range —
Q4 2024
Shares 504 Value ($000) $79 Avg Close — Range —
Q3 2024
Shares 501 Value ($000) $79 Avg Close — Range —
Q2 2024
Shares 675 Value ($000) $90 Avg Close — Range —
Q1 2024
Shares 965 Value ($000) $127 Avg Close — Range —
Q4 2023
Shares 1,825 Value ($000) $224 Avg Close — Range —
Q3 2023
Shares 2,070 Value ($000) $217 Avg Close — Range —
Q2 2023
Shares 3,498 Value ($000) $381 Avg Close — Range —
Q4 2022
Shares 2,357 Value ($000) $182 Avg Close — Range —