ISHARES TR

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

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

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

Q3 2025
Shares 7,395 Value ($000) $879 Avg Close — Range —
Q2 2025
Shares 7,331 Value ($000) $801 Avg Close — Range —
Q1 2025
Shares 7,336 Value ($000) $767 Avg Close — Range —
Q4 2024
Shares 7,569 Value ($000) $872 Avg Close — Range —
Q3 2024
Shares 7,464 Value ($000) $873 Avg Close — Range —
Q2 2024
Shares 7,499 Value ($000) $800 Avg Close — Range —
Q1 2024
Shares 7,671 Value ($000) $848 Avg Close — Range —
Q4 2023
Shares 7,645 Value ($000) $828 Avg Close — Range —
Q3 2023
Shares 2,593 Value ($000) $245 Avg Close — Range —
Q2 2023
Shares 3,379 Value ($000) $337 Avg Close — Range —
Q1 2023
Shares 2,779 Value ($000) $269 Avg Close — Range —
Q4 2022
Shares 4,459 Value ($000) $422 Avg Close — Range —