ISHARES TR

Ticker: TLH CUSIP: 464288653 Class: ETF-FIXED INCOM

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 34,702 Value ($000) $3,574 Avg Close — Range —
Q2 2025
Shares 34,895 Value ($000) $3,545 Avg Close — Range —
Q1 2025
Shares 16,346 Value ($000) $1,696 Avg Close — Range —
Q2 2023
Shares 2,112 Value ($000) $234 Avg Close — Range —
Q1 2023
Shares 2,028 Value ($000) $232 Avg Close — Range —
Q4 2022
Shares 2,297 Value ($000) $249 Avg Close — Range —