ISHARES U S ETF TR

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

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 29,189 Value ($000) $1,492 Avg Close — Range —
Q3 2025
Shares 28,834 Value ($000) $1,479 Avg Close — Range —
Q2 2025
Shares 30,324 Value ($000) $1,550 Avg Close — Range —
Q1 2025
Shares 30,135 Value ($000) $1,533 Avg Close — Range —
Q4 2024
Shares 32,093 Value ($000) $1,621 Avg Close — Range —
Q3 2024
Shares 33,072 Value ($000) $1,695 Avg Close — Range —
Q4 2022
Shares 42,043 Value ($000) $2,083 Avg Close — Range —
Q3 2022
Shares 43,154 Value ($000) $2,125 Avg Close — Range —
Q1 2022
Shares 45,389 Value ($000) $2,245 Avg Close — Range —