ISHARES TR

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

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 2,283 Value ($000) $278 Avg Close — Range —
Q3 2025
Shares 2,497 Value ($000) $306 Avg Close — Range —
Q2 2025
Shares 2,598 Value ($000) $304 Avg Close — Range —
Q1 2025
Shares 2,683 Value ($000) $325 Avg Close — Range —
Q4 2024
Shares 2,731 Value ($000) $307 Avg Close — Range —
Q3 2024
Shares 2,859 Value ($000) $336 Avg Close — Range —
Q2 2024
Shares 2,859 Value ($000) $311 Avg Close — Range —
Q1 2024
Shares 2,859 Value ($000) $315 Avg Close — Range —
Q4 2023
Shares 2,881 Value ($000) $294 Avg Close — Range —
Q3 2023
Shares 3,345 Value ($000) $331 Avg Close — Range —
Q2 2023
Shares 3,449 Value ($000) $348 Avg Close — Range —
Q1 2023
Shares 3,471 Value ($000) $353 Avg Close — Range —
Q4 2022
Shares 3,448 Value ($000) $359 Avg Close — Range —