ISHARES TR

Ticker: ITA CUSIP: 464288760 Class: US AER DEF ETF

Total Wealth Planning & Management, Inc.'s Holding History (CIK: 0002058383)

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

Q4 2025
Shares 6,597 Value ($000) $1,416 Avg Close — Range —
Q2 2025
Shares 5,609 Value ($000) $1,058 Avg Close — Range —
Q1 2025
Shares 5,749 Value ($000) $880 Avg Close — Range —
Q4 2024
Shares 5,581 Value ($000) $811 Avg Close — Range —