ISHARES TR

Ticker: CMF CUSIP: 464288356 Class: ETF

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 10,267 Value ($000) $590 Avg Close — Range —
Q3 2025
Shares 10,478 Value ($000) $598 Avg Close — Range —
Q2 2025
Shares 10,266 Value ($000) $572 Avg Close — Range —
Q1 2025
Shares 11,521 Value ($000) $648 Avg Close — Range —
Q4 2024
Shares 11,616 Value ($000) $665 Avg Close — Range —
Q3 2024
Shares 12,196 Value ($000) $709 Avg Close — Range —
Q2 2024
Shares 12,196 Value ($000) $694 Avg Close — Range —
Q1 2024
Shares 12,196 Value ($000) $702 Avg Close — Range —
Q4 2023
Shares 12,196 Value ($000) $707 Avg Close — Range —
Q3 2023
Shares 3,896 Value ($000) $214 Avg Close — Range —
Q2 2023
Shares 3,896 Value ($000) $222 Avg Close — Range —
Q1 2023
Shares 3,896 Value ($000) $224 Avg Close — Range —
Q4 2022
Shares 3,896 Value ($000) $219 Avg Close — Range —