ISHARES TR

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

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 6,383 Value ($000) $1,275 Avg Close — Range —
Q3 2025
Shares 6,515 Value ($000) $1,276 Avg Close — Range —
Q2 2025
Shares 18,113 Value ($000) $3,138 Avg Close — Range —
Q4 2022
Shares 7,393 Value ($000) $642 Avg Close — Range —
Q3 2022
Shares 7,335 Value ($000) $567 Avg Close — Range —
Q1 2022
Shares 4,207 Value ($000) $377 Avg Close — Range —