ISHARES TR

Ticker: IAT CUSIP: 464288778 Class: US REGNL BKS ETF

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 482 Value ($000) $27 Avg Close — Range —
Q3 2025
Shares 477 Value ($000) $25 Avg Close — Range —
Q2 2025
Shares 474 Value ($000) $23 Avg Close — Range —
Q1 2025
Shares 469 Value ($000) $22 Avg Close — Range —
Q4 2024
Shares 467 Value ($000) $24 Avg Close — Range —