ISHARES TR

Ticker: IGSB CUSIP: 464288646 Class: Fixed Income ETF

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

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

Q4 2025
Shares 10,248 Value ($000) $542 Avg Close — Range —
Q3 2025
Shares 124,194 Value ($000) $6,586 Avg Close — Range —
Q2 2025
Shares 126,014 Value ($000) $6,648 Avg Close — Range —
Q1 2025
Shares 138,616 Value ($000) $7,259 Avg Close — Range —
Q4 2024
Shares 143,266 Value ($000) $7,407 Avg Close — Range —
Q3 2024
Shares 150,544 Value ($000) $7,928 Avg Close — Range —
Q2 2024
Shares 181,296 Value ($000) $9,359 Avg Close — Range —
Q1 2024
Shares 204,713 Value ($000) $10,498 Avg Close — Range —
Q4 2023
Shares 215,232 Value ($000) $11,036 Avg Close — Range —
Q3 2023
Shares 226,371 Value ($000) $11,280 Avg Close — Range —
Q2 2023
Shares 230,804 Value ($000) $11,579 Avg Close — Range —
Q1 2023
Shares 236,681 Value ($000) $11,962 Avg Close — Range —
Q4 2022
Shares 230,398 Value ($000) $11,478 Avg Close — Range —
Q3 2022
Shares 206,701 Value ($000) $10,186 Avg Close — Range —
Q2 2022
Shares 246,760 Value ($000) $12,474 Avg Close — Range —
Q1 2022
Shares 111,778 Value ($000) $5,781 Avg Close — Range —