ISHARES TR

Ticker: IJS CUSIP: 464287879 Class: SP SMCP600VL ETF

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

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

Q3 2025
Shares 8,399 Value ($000) $929 Avg Close — Range —
Q2 2025
Shares 7,896 Value ($000) $786 Avg Close — Range —