ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 4,373 Value ($000) $339 Avg Close — Range —
Q3 2025
Shares 83,839 Value ($000) $6,432 Avg Close — Range —
Q2 2025
Shares 78,649 Value ($000) $5,716 Avg Close — Range —
Q1 2025
Shares 51,030 Value ($000) $3,242 Avg Close — Range —
Q4 2024
Shares 53,749 Value ($000) $3,265 Avg Close — Range —
Q3 2024
Shares 54,454 Value ($000) $3,687 Avg Close — Range —
Q2 2024
Shares 55,854 Value ($000) $3,608 Avg Close — Range —
Q1 2024
Shares 57,674 Value ($000) $3,652 Avg Close — Range —
Q4 2023
Shares 60,131 Value ($000) $3,722 Avg Close — Range —
Q3 2023
Shares 63,039 Value ($000) $3,560 Avg Close — Range —
Q2 2023
Shares 63,177 Value ($000) $3,726 Avg Close — Range —
Q1 2023
Shares 65,195 Value ($000) $3,880 Avg Close — Range —
Q4 2022
Shares 66,295 Value ($000) $3,744 Avg Close — Range —
Q3 2022
Shares 31,503 Value ($000) $1,537 Avg Close — Range —
Q2 2022
Shares 18,090 Value ($000) $988 Avg Close — Range —
Q1 2022
Shares 19,156 Value ($000) $1,271 Avg Close — Range —