ISHARES TR

Ticker: HDV CUSIP: 46429B663 Class: CORE HIGH DV ETF

Cornerstone Planning, LLC's Holding History (CIK: 0001802105)

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

Q4 2025
Shares 37,398 Value ($000) $4,567 Avg Close — Range —
Q4 2024
Shares 6,174 Value ($000) $693 Avg Close — Range —