ISHARES TR

Ticker: VLUE CUSIP: 46432F388 Class: ETF-EQUITY

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

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

Q4 2025
Shares 1,897 Value ($000) $259 Avg Close Range
Q3 2025
Shares 1,897 Value ($000) $237 Avg Close Range
Q2 2025
Shares 1,949 Value ($000) $221 Avg Close Range
Q1 2022
Shares 3,232 Value ($000) $319 Avg Close Range