ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

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

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

Q4 2025
Shares 10,156 Value ($000) $2,017 Avg Close — Range —
Q3 2025
Shares 10,502 Value ($000) $2,043 Avg Close — Range —
Q2 2025
Shares 38,502 Value ($000) $7,039 Avg Close — Range —
Q4 2023
Shares 1,447 Value ($000) $213 Avg Close — Range —
Q2 2023
Shares 1,155 Value ($000) $156 Avg Close — Range —
Q1 2023
Shares 1,155 Value ($000) $143 Avg Close — Range —
Q4 2022
Shares 1,885 Value ($000) $234 Avg Close — Range —
Q3 2022
Shares 2,210 Value ($000) $259 Avg Close — Range —
Q1 2022
Shares 1,855 Value ($000) $229 Avg Close — Range —