ISHARES TR

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

Capital Planning LLC's Holding History (CIK: 0001790688)

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

Q4 2025
Shares 31,409 Value ($000) $3,812 Avg Close — Range —
Q3 2025
Shares 30,257 Value ($000) $3,595 Avg Close — Range —
Q2 2025
Shares 30,204 Value ($000) $3,301 Avg Close — Range —
Q1 2025
Shares 28,740 Value ($000) $3,005 Avg Close — Range —
Q4 2024
Shares 28,506 Value ($000) $3,284 Avg Close — Range —
Q3 2024
Shares 26,565 Value ($000) $3,107 Avg Close — Range —
Q2 2024
Shares 25,975 Value ($000) $2,770 Avg Close — Range —
Q1 2024
Shares 18,635 Value ($000) $2,060 Avg Close — Range —
Q4 2023
Shares 17,097 Value ($000) $1,851 Avg Close — Range —
Q3 2023
Shares 14,134 Value ($000) $1,340 Avg Close — Range —
Q2 2023
Shares 13,565 Value ($000) $1,352 Avg Close — Range —
Q1 2023
Shares 12,078 Value ($000) $1,168 Avg Close — Range —
Q4 2022
Shares 12,064 Value ($000) $1,142 Avg Close — Range —
Q3 2022
Shares 10,577 Value ($000) $922 Avg Close — Range —
Q2 2022
Shares 10,376 Value ($000) $959 Avg Close — Range —
Q1 2022
Shares 10,174 Value ($000) $1,098 Avg Close — Range —
Q4 2021
Shares 10,568 Value ($000) $1,210 Avg Close — Range —
Q3 2021
Shares 10,516 Value ($000) $1,148 Avg Close — Range —
Q2 2021
Shares 10,594 Value ($000) $1,197 Avg Close — Range —
Q1 2021
Shares 9,564 Value ($000) $1,038 Avg Close — Range —
Q4 2020
Shares 9,499 Value ($000) $873 Avg Close — Range —