ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q3 2025
Shares 6,764 Value ($000) $804 Avg Close — Range —
Q2 2025
Shares 6,274 Value ($000) $686 Avg Close — Range —
Q1 2025
Shares 6,418 Value ($000) $671 Avg Close — Range —
Q4 2024
Shares 6,456 Value ($000) $744 Avg Close — Range —
Q3 2024
Shares 6,441 Value ($000) $753 Avg Close — Range —
Q2 2024
Shares 6,463 Value ($000) $755 Avg Close — Range —
Q1 2024
Shares 6,747 Value ($000) $746 Avg Close — Range —
Q4 2023
Shares 6,653 Value ($000) $720 Avg Close — Range —
Q3 2023
Shares 6,581 Value ($000) $621 Avg Close — Range —
Q2 2023
Shares 6,621 Value ($000) $660 Avg Close — Range —
Q1 2023
Shares 6,642 Value ($000) $642 Avg Close — Range —
Q4 2022
Shares 6,924 Value ($000) $655 Avg Close — Range —
Q3 2022
Shares 7,361 Value ($000) $642 Avg Close — Range —
Q2 2022
Shares 16,854 Value ($000) $1,558 Avg Close — Range —
Q1 2022
Shares 25,557 Value ($000) $2,757 Avg Close — Range —