ISHARES TR

Ticker: EXI CUSIP: 464288729 Class: GLOB INDSTRL ETF

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 4,206 Value ($000) $737 Avg Close — Range —
Q3 2025
Shares 4,206 Value ($000) $727 Avg Close — Range —
Q2 2025
Shares 4,206 Value ($000) $696 Avg Close — Range —
Q1 2025
Shares 4,206 Value ($000) $611 Avg Close — Range —
Q4 2024
Shares 4,206 Value ($000) $594 Avg Close — Range —
Q3 2024
Shares 4,206 Value ($000) $626 Avg Close — Range —
Q2 2024
Shares 4,206 Value ($000) $568 Avg Close — Range —
Q1 2024
Shares 4,206 Value ($000) $588 Avg Close — Range —
Q4 2023
Shares 4,206 Value ($000) $536 Avg Close — Range —
Q3 2023
Shares 4,206 Value ($000) $475 Avg Close — Range —
Q2 2023
Shares 4,206 Value ($000) $506 Avg Close — Range —
Q1 2023
Shares 4,100 Value ($000) $468 Avg Close — Range —
Q4 2022
Shares 4,100 Value ($000) $437 Avg Close — Range —
Q3 2022
Shares 4,100 Value ($000) $369 Avg Close — Range —
Q2 2022
Shares 4,100 Value ($000) $394 Avg Close — Range —
Q1 2022
Shares 4,100 Value ($000) $476 Avg Close — Range —
Q4 2021
Shares 4,100 Value ($000) $506 Avg Close — Range —
Q3 2021
Shares 4,100 Value ($000) $482 Avg Close — Range —
Q2 2021
Shares 5,000 Value ($000) $597 Avg Close — Range —
Q1 2021
Shares 5,000 Value ($000) $580 Avg Close — Range —
Q4 2020
Shares 5,000 Value ($000) $534 Avg Close — Range —