ISHARES TR

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

Capasso Planning Partners LLC's Holding History (CIK: 0001911938)

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

Q4 2025
Shares 6,687 Value ($000) $804 Avg Close — Range —
Q3 2025
Shares 6,958 Value ($000) $827 Avg Close — Range —
Q2 2025
Shares 7,182 Value ($000) $785 Avg Close — Range —
Q1 2025
Shares 7,410 Value ($000) $775 Avg Close — Range —
Q4 2024
Shares 11,184 Value ($000) $1,289 Avg Close — Range —
Q3 2024
Shares 19,392 Value ($000) $2,268 Avg Close — Range —
Q2 2024
Shares 16,973 Value ($000) $1,810 Avg Close — Range —
Q1 2024
Shares 14,821 Value ($000) $1,638 Avg Close — Range —
Q4 2023
Shares 13,692 Value ($000) $1,482 Avg Close — Range —
Q3 2023
Shares 9,072 Value ($000) $856 Avg Close — Range —
Q2 2023
Shares 9,152 Value ($000) $912 Avg Close — Range —
Q1 2023
Shares 16,345 Value ($000) $1,581 Avg Close — Range —
Q4 2022
Shares 15,097 Value ($000) $1,429 Avg Close — Range —
Q3 2022
Shares 13,268 Value ($000) $1,157 Avg Close — Range —
Q2 2022
Shares 14,668 Value ($000) $1,355 Avg Close — Range —
Q1 2022
Shares 12,298 Value ($000) $1,327 Avg Close — Range —
Q4 2021
Shares 10,792 Value ($000) $1,236 Avg Close — Range —