ISHARES U S ETF TR

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

Stonebridge Financial Planning Group, LLC's Holding History (CIK: 0001802494)

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

Q4 2025
Shares 10,369 Value ($000) $530 Avg Close — Range —
Q3 2025
Shares 9,616 Value ($000) $493 Avg Close — Range —
Q2 2025
Shares 11,916 Value ($000) $609 Avg Close — Range —
Q1 2025
Shares 12,172 Value ($000) $619 Avg Close — Range —
Q4 2024
Shares 11,994 Value ($000) $606 Avg Close — Range —
Q3 2024
Shares 14,189 Value ($000) $727 Avg Close — Range —
Q2 2024
Shares 15,341 Value ($000) $772 Avg Close — Range —
Q1 2024
Shares 17,064 Value ($000) $861 Avg Close — Range —
Q4 2023
Shares 20,515 Value ($000) $1,036 Avg Close — Range —
Q3 2023
Shares 9,240 Value ($000) $461 Avg Close — Range —