ISHARES U S ETF TR

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

PLANNING DIRECTIONS INC's Holding History (CIK: 0000821103)

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

Q4 2025
Shares 32,270 Value ($000) $1,649 Avg Close — Range —
Q3 2025
Shares 18,392 Value ($000) $943 Avg Close — Range —