ISHARES TR

Ticker: CMF CUSIP: 464288356 Class: ETF

Life Planning Partners, Inc's Holding History (CIK: 0001910934)

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

Q4 2025
Shares 8,337 Value ($000) $479 Avg Close — Range —
Q3 2025
Shares 8,337 Value ($000) $476 Avg Close — Range —
Q2 2025
Shares 8,337 Value ($000) $465 Avg Close — Range —
Q1 2025
Shares 8,337 Value ($000) $469 Avg Close — Range —
Q4 2024
Shares 8,337 Value ($000) $478 Avg Close — Range —
Q3 2024
Shares 7,437 Value ($000) $432 Avg Close — Range —
Q2 2024
Shares 6,561 Value ($000) $373 Avg Close — Range —
Q1 2024
Shares 6,561 Value ($000) $378 Avg Close — Range —
Q4 2023
Shares 6,561 Value ($000) $380 Avg Close — Range —
Q3 2022
Shares 11,087 Value ($000) $601,137 Avg Close — Range —