ISHARES TR

Ticker: IDV CUSIP: 464288448 Class: INTL SEL DIV ETF

Planned Solutions, Inc.'s Holding History (CIK: 0001831332)

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

Q4 2025
Shares 19,831 Value ($000) $782 Avg Close — Range —
Q3 2025
Shares 20,735 Value ($000) $758 Avg Close — Range —
Q2 2025
Shares 20,246 Value ($000) $699 Avg Close — Range —
Q1 2025
Shares 20,678 Value ($000) $641 Avg Close — Range —
Q4 2024
Shares 21,487 Value ($000) $588 Avg Close — Range —
Q3 2024
Shares 20,947 Value ($000) $633 Avg Close — Range —
Q2 2024
Shares 20,882 Value ($000) $578 Avg Close — Range —
Q1 2024
Shares 21,648 Value ($000) $607 Avg Close — Range —
Q4 2023
Shares 23,194 Value ($000) $649 Avg Close — Range —
Q3 2023
Shares 24,560 Value ($000) $624 Avg Close — Range —
Q2 2023
Shares 29,937 Value ($000) $788 Avg Close — Range —
Q1 2023
Shares 30,486 Value ($000) $838 Avg Close — Range —
Q4 2022
Shares 29,120 Value ($000) $791 Avg Close — Range —
Q3 2022
Shares 25,286 Value ($000) $570 Avg Close — Range —
Q2 2022
Shares 27,333 Value ($000) $742 Avg Close — Range —
Q1 2022
Shares 28,520 Value ($000) $906 Avg Close — Range —
Q4 2021
Shares 29,468 Value ($000) $919 Avg Close — Range —
Q2 2021
Shares 28,011 Value ($000) $908 Avg Close — Range —
Q1 2021
Shares 24,401 Value ($000) $768 Avg Close — Range —
Q4 2020
Shares 16,055 Value ($000) $473 Avg Close — Range —
Q3 2020
Shares 16,517 Value ($000) $412 Avg Close — Range —