ISHARES TR

Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT

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

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

Q3 2025
Shares 3,756 Value ($000) $531 Avg Close — Range —
Q2 2025
Shares 3,755 Value ($000) $500 Avg Close — Range —
Q1 2025
Shares 4,095 Value ($000) $510 Avg Close — Range —
Q4 2024
Shares 4,202 Value ($000) $569 Avg Close — Range —
Q3 2024
Shares 4,202 Value ($000) $586 Avg Close — Range —
Q2 2024
Shares 4,201 Value ($000) $540 Avg Close — Range —
Q1 2024
Shares 4,244 Value ($000) $555 Avg Close — Range —
Q4 2023
Shares 4,243 Value ($000) $531 Avg Close — Range —
Q3 2023
Shares 3,042 Value ($000) $334 Avg Close — Range —
Q2 2023
Shares 3,042 Value ($000) $350 Avg Close — Range —
Q1 2023
Shares 3,042 Value ($000) $334 Avg Close — Range —
Q4 2022
Shares 3,041 Value ($000) $329 Avg Close — Range —