ISHARES TR

Ticker: IAK CUSIP: 464288786 Class: U.S. INSRNCE ETF

Fiduciary Planning LLC's Holding History (CIK: 0001792851)

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

Q4 2025
Shares 56,250 Value ($000) $7,658 Avg Close — Range —
Q3 2025
Shares 54,513 Value ($000) $7,307 Avg Close — Range —
Q2 2025
Shares 52,718 Value ($000) $7,088 Avg Close — Range —
Q1 2025
Shares 56,820 Value ($000) $7,830 Avg Close — Range —
Q4 2024
Shares 53,142 Value ($000) $6,721 Avg Close — Range —
Q3 2024
Shares 48,742 Value ($000) $6,290 Avg Close — Range —
Q2 2024
Shares 47,252 Value ($000) $5,336 Avg Close — Range —
Q1 2024
Shares 44,172 Value ($000) $5,185 Avg Close — Range —
Q4 2023
Shares 42,198 Value ($000) $4,225 Avg Close — Range —
Q3 2023
Shares 11,568 Value ($000) $1,060 Avg Close — Range —