ISHARES TR

Ticker: IEI CUSIP: 464288661 Class: Fixed Income ETF

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

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

Q3 2025
Shares 73,035 Value ($000) $8,728 Avg Close — Range —
Q2 2025
Shares 69,545 Value ($000) $8,282 Avg Close — Range —
Q1 2025
Shares 68,282 Value ($000) $8,066 Avg Close — Range —
Q4 2024
Shares 64,266 Value ($000) $7,426 Avg Close — Range —