ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025
Shares 1,664 Value ($000) $461 Avg Close — Range —
Q3 2025
Shares 1,663 Value ($000) $455 Avg Close — Range —
Q2 2025
Shares 1,661 Value ($000) $409 Avg Close — Range —
Q1 2025
Shares 1,659 Value ($000) $350 Avg Close — Range —
Q4 2024
Shares 1,658 Value ($000) $390 Avg Close — Range —