ISHARES TR

Ticker: IMCB CUSIP: 464288208 Class: ETF

Capital Planning Advisors, LLC's Holding History (CIK: 0001631941)

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

Q4 2025
Shares 8,537 Value ($000) $706 Avg Close — Range —
Q3 2025
Shares 8,015 Value ($000) $666 Avg Close — Range —
Q2 2025
Shares 7,963 Value ($000) $634 Avg Close — Range —
Q1 2025
Shares 7,493 Value ($000) $555 Avg Close — Range —
Q4 2024
Shares 7,006 Value ($000) $534 Avg Close — Range —
Q3 2024
Shares 5,863 Value ($000) $446 Avg Close — Range —
Q2 2024
Shares 5,126 Value ($000) $359 Avg Close — Range —
Q1 2024
Shares 3,533 Value ($000) $257 Avg Close — Range —