ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

BEACON FINANCIAL PLANNING, INC's Holding History (CIK: 0001966066)

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

Q4 2025
Shares 22,350 Value ($000) $4,439 Avg Close — Range —
Q3 2025
Shares 22,004 Value ($000) $4,280 Avg Close — Range —
Q2 2025
Shares 22,378 Value ($000) $4,091 Avg Close — Range —
Q1 2025
Shares 23,194 Value ($000) $3,964 Avg Close — Range —
Q4 2024
Shares 21,476 Value ($000) $3,824 Avg Close — Range —
Q3 2024
Shares 15,225 Value ($000) $2,730 Avg Close — Range —
Q2 2024
Shares 9,090 Value ($000) $1,552 Avg Close — Range —
Q1 2024
Shares 5,376 Value ($000) $884 Avg Close — Range —
Q4 2023
Shares 3,225 Value ($000) $475 Avg Close — Range —