ISHARES TR

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

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025
Shares 2,429 Value ($000) $343 Avg Close — Range —
Q3 2025
Shares 2,740 Value ($000) $388 Avg Close — Range —
Q2 2025
Shares 2,740 Value ($000) $365 Avg Close — Range —
Q1 2025
Shares 2,740 Value ($000) $341 Avg Close — Range —
Q4 2024
Shares 225,170 Value ($000) $31,851 Avg Close — Range —
Q3 2024
Shares 3,466 Value ($000) $483 Avg Close — Range —
Q2 2024
Shares 3,466 Value ($000) $445 Avg Close — Range —
Q1 2024
Shares 2,813 Value ($000) $352 Avg Close — Range —
Q4 2023
Shares 2,813 Value ($000) $352 Avg Close — Range —