ISHARES TR

Ticker: IYF CUSIP: 464287788 Class: Exchange Traded Fund

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

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

Q3 2025
Shares 3,200 Value ($000) $405 Avg Close — Range —
Q2 2025
Shares 3,200 Value ($000) $387 Avg Close — Range —
Q1 2025
Shares 3,200 Value ($000) $361 Avg Close — Range —
Q4 2024
Shares 3,200 Value ($000) $354 Avg Close — Range —
Q3 2024
Shares 3,200 Value ($000) $332 Avg Close — Range —
Q2 2024
Shares 3,200 Value ($000) $303 Avg Close — Range —
Q1 2024
Shares 3,200 Value ($000) $306 Avg Close — Range —
Q4 2023
Shares 3,200 Value ($000) $273 Avg Close — Range —
Q3 2023
Shares 3,200 Value ($000) $239 Avg Close — Range —
Q2 2023
Shares 3,200 Value ($000) $239 Avg Close — Range —
Q1 2023
Shares 3,200 Value ($000) $228 Avg Close — Range —
Q4 2022
Shares 3,150 Value ($000) $238 Avg Close — Range —