ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

Spartan Planning & Wealth Management's Holding History (CIK: 0001749283)

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

Q4 2025
Shares 3,079 Value ($000) $339 Avg Close — Range —
Q2 2025
Shares 3,577 Value ($000) $395 Avg Close — Range —
Q1 2025
Shares 7,371 Value ($000) $814 Avg Close — Range —
Q4 2024
Shares 33,698 Value ($000) $3,710 Avg Close — Range —
Q4 2023
Shares 41 Value ($000) $5 Avg Close — Range —
Q3 2023
Shares 29,131 Value ($000) $3,218 Avg Close — Range —
Q4 2022
Shares 22,754 Value ($000) $2,501 Avg Close — Range —
Q3 2022
Shares 150,322 Value ($000) $16,535 Avg Close — Range —
Q2 2022
Shares 199,298 Value ($000) $21,943 Avg Close — Range —
Q1 2022
Shares 47,002 Value ($000) $5,182,000 Avg Close — Range —