ISHARES TR

Ticker: ACWI CUSIP: 464288257 Class: MSCI ACWI ETF

Capasso Planning Partners LLC's Holding History (CIK: 0001911938)

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

Q4 2025
Shares 2,283 Value ($000) $323 Avg Close — Range —
Q3 2025
Shares 2,313 Value ($000) $320 Avg Close — Range —
Q2 2025
Shares 7,810 Value ($000) $1,004 Avg Close — Range —
Q1 2025
Shares 6,242 Value ($000) $727 Avg Close — Range —
Q4 2024
Shares 5,624 Value ($000) $661 Avg Close — Range —
Q3 2024
Shares 4,576 Value ($000) $547 Avg Close — Range —
Q2 2024
Shares 4,325 Value ($000) $486 Avg Close — Range —
Q1 2024
Shares 3,755 Value ($000) $414 Avg Close — Range —
Q4 2023
Shares 3,307 Value ($000) $337 Avg Close — Range —
Q3 2023
Shares 3,074 Value ($000) $284 Avg Close — Range —
Q2 2023
Shares 3,351 Value ($000) $321 Avg Close — Range —
Q1 2023
Shares 3,202 Value ($000) $292 Avg Close — Range —
Q4 2022
Shares 2,818 Value ($000) $239 Avg Close — Range —