ISHARES TR

Ticker: PFF CUSIP: 464288687 Class: PFD AND INCM SEC

Falcon Wealth Planning's Holding History (CIK: 0001839850)

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

Q4 2025
Shares 35,229 Value ($000) $1,091 Avg Close — Range —
Q3 2025
Shares 38,143 Value ($000) $1,206 Avg Close — Range —
Q2 2025
Shares 37,389 Value ($000) $1,147 Avg Close — Range —
Q1 2025
Shares 41,639 Value ($000) $1,280 Avg Close — Range —
Q4 2024
Shares 72,378 Value ($000) $2,276 Avg Close — Range —
Q3 2024
Shares 647,091 Value ($000) $21,503 Avg Close — Range —
Q2 2024
Shares 669,242 Value ($000) $21,115 Avg Close — Range —
Q1 2024
Shares 459,917 Value ($000) $14,823 Avg Close — Range —
Q4 2023
Shares 371,964 Value ($000) $11,602 Avg Close — Range —
Q3 2023
Shares 321,059 Value ($000) $9,680 Avg Close — Range —
Q2 2023
Shares 293,015 Value ($000) $9,063 Avg Close — Range —
Q1 2023
Shares 254,675 Value ($000) $7,951 Avg Close — Range —
Q4 2022
Shares 209,155 Value ($000) $6,386 Avg Close — Range —
Q3 2022
Shares 278,716 Value ($000) $8,827 Avg Close — Range —
Q2 2022
Shares 266,443 Value ($000) $8,761 Avg Close — Range —
Q1 2022
Shares 281,343 Value ($000) $10,247 Avg Close — Range —
Q4 2021
Shares 233,318 Value ($000) $9,200 Avg Close — Range —
Q3 2021
Shares 120,849 Value ($000) $4,690 Avg Close — Range —
Q2 2021
Shares 19,126 Value ($000) $752 Avg Close — Range —
Q1 2021
Shares 19,184 Value ($000) $737 Avg Close — Range —
Q4 2020
Shares 21,257 Value ($000) $819 Avg Close — Range —