ISHARES TR

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

Stonebridge Financial Planning Group, LLC's Holding History (CIK: 0001802494)

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

Q4 2025
Shares 15,862 Value ($000) $2,160 Avg Close — Range —
Q3 2025
Shares 16,840 Value ($000) $2,257 Avg Close — Range —
Q2 2025
Shares 17,191 Value ($000) $2,312 Avg Close — Range —
Q1 2025
Shares 17,289 Value ($000) $2,383 Avg Close — Range —
Q4 2024
Shares 16,601 Value ($000) $2,099 Avg Close — Range —
Q3 2024
Shares 15,628 Value ($000) $2,017 Avg Close — Range —
Q2 2024
Shares 15,166 Value ($000) $1,713 Avg Close — Range —
Q1 2024
Shares 15,609 Value ($000) $1,832 Avg Close — Range —
Q4 2023
Shares 16,693 Value ($000) $1,671 Avg Close — Range —
Q3 2023
Shares 25,498 Value ($000) $2,337 Avg Close — Range —
Q2 2023
Shares 28,993 Value ($000) $2,548 Avg Close — Range —
Q1 2023
Shares 32,741 Value ($000) $2,803 Avg Close — Range —
Q4 2022
Shares 12,905 Value ($000) $1,180 Avg Close — Range —
Q3 2022
Shares 3,250 Value ($000) $257 Avg Close — Range —