ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025
Shares 53,431 Value ($000) $5,088 Avg Close — Range —
Q3 2025
Shares 56,319 Value ($000) $5,359 Avg Close — Range —
Q2 2025
Shares 56,511 Value ($000) $5,306 Avg Close — Range —
Q1 2025
Shares 54,496 Value ($000) $5,111 Avg Close — Range —
Q4 2024
Shares 3,311,529 Value ($000) $308,457 Avg Close — Range —
Q3 2024
Shares 50,842 Value ($000) $4,871 Avg Close — Range —
Q2 2024
Shares 51,056 Value ($000) $4,687 Avg Close — Range —
Q1 2024
Shares 49,227 Value ($000) $4,631 Avg Close — Range —
Q4 2023
Shares 49,060 Value ($000) $4,616 Avg Close — Range —
Q3 2023
Shares 51,153 Value ($000) $4,542 Avg Close — Range —
Q2 2023
Shares 51,676 Value ($000) $4,819 Avg Close — Range —
Q1 2023
Shares 51,594 Value ($000) $4,860 Avg Close — Range —
Q4 2022
Shares 50,242 Value ($000) $4,568 Avg Close — Range —