ISHARES TR

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

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

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

Q4 2025
Shares 5,442 Value ($000) $691 Avg Close — Range —
Q3 2025
Shares 6,880 Value ($000) $809 Avg Close — Range —
Q2 2025
Shares 6,848 Value ($000) $759 Avg Close — Range —
Q1 2025
Shares 9,142 Value ($000) $895 Avg Close — Range —
Q4 2024
Shares 9,746 Value ($000) $1,158 Avg Close — Range —
Q3 2024
Shares 14,714 Value ($000) $1,702 Avg Close — Range —
Q2 2024
Shares 207,798 Value ($000) $22,374 Avg Close — Range —
Q1 2024
Shares 195,728 Value ($000) $20,968 Avg Close — Range —
Q4 2023
Shares 182,111 Value ($000) $19,713 Avg Close — Range —
Q3 2023
Shares 164,440 Value ($000) $15,512 Avg Close — Range —
Q2 2023
Shares 139,489 Value ($000) $13,900 Avg Close — Range —
Q4 2022
Shares 110,254 Value ($000) $10,872 Avg Close — Range —