ISHARES U S ETF TR

Ticker: NEAR CUSIP: 46431W507 Class: BLACKROCK ST MAT

PLANNING ALTERNATIVES LTD /ADV's Holding History (CIK: 0000712011)

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

Q4 2025
Shares 21,997 Value ($000) $1,124 Avg Close — Range —
Q3 2025
Shares 21,997 Value ($000) $1,128 Avg Close — Range —
Q2 2025
Shares 21,997 Value ($000) $1,124 Avg Close — Range —
Q1 2025
Shares 21,997 Value ($000) $1,119 Avg Close — Range —
Q4 2024
Shares 24,868 Value ($000) $1,256 Avg Close — Range —
Q3 2024
Shares 24,868 Value ($000) $1,274 Avg Close — Range —
Q2 2024
Shares 48,506 Value ($000) $2,441 Avg Close — Range —
Q1 2024
Shares 62,273 Value ($000) $3,142 Avg Close — Range —
Q4 2023
Shares 140,788 Value ($000) $7,113 Avg Close — Range —
Q3 2023
Shares 113,230 Value ($000) $5,649 Avg Close — Range —
Q2 2023
Shares 113,675 Value ($000) $5,652 Avg Close — Range —
Q1 2023
Shares 115,970 Value ($000) $5,752 Avg Close — Range —
Q4 2022
Shares 1,200,605 Value ($000) $59,154 Avg Close — Range —