ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 16,784 Value ($000) $3,334 Avg Close — Range —
Q3 2025
Shares 27,432 Value ($000) $5,335 Avg Close — Range —
Q2 2025
Shares 28,254 Value ($000) $5,165 Avg Close — Range —
Q1 2025
Shares 24,647 Value ($000) $4,212 Avg Close — Range —
Q4 2024
Shares 21,503 Value ($000) $3,829 Avg Close — Range —
Q3 2024
Shares 21,542 Value ($000) $3,862 Avg Close — Range —
Q2 2024
Shares 20,365 Value ($000) $3,478 Avg Close — Range —
Q1 2024
Shares 19,438 Value ($000) $3,195 Avg Close — Range —
Q4 2023
Shares 18,346 Value ($000) $2,699 Avg Close — Range —
Q3 2023
Shares 17,532 Value ($000) $2,311 Avg Close — Range —
Q2 2023
Shares 21,671 Value ($000) $2,923 Avg Close — Range —
Q1 2023
Shares 19,049 Value ($000) $2,363 Avg Close — Range —
Q4 2022
Shares 5,729 Value ($000) $653 Avg Close — Range —