ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

Planned Solutions, Inc.'s Holding History (CIK: 0001831332)

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

Q4 2025
Shares 5,109 Value ($000) $1,279 Avg Close — Range —
Q3 2025
Shares 5,108 Value ($000) $1,310 Avg Close — Range —
Q2 2025
Shares 5,107 Value ($000) $1,227 Avg Close — Range —
Q1 2025
Shares 5,445 Value ($000) $1,101 Avg Close — Range —
Q4 2024
Shares 5,354 Value ($000) $1,108 Avg Close — Range —
Q3 2024
Shares 5,353 Value ($000) $1,085 Avg Close — Range —
Q2 2024
Shares 5,352 Value ($000) $1,043 Avg Close — Range —
Q1 2024
Shares 5,352 Value ($000) $1,003 Avg Close — Range —
Q4 2023
Shares 5,351 Value ($000) $840 Avg Close — Range —
Q3 2023
Shares 6,630 Value ($000) $926 Avg Close — Range —
Q2 2023
Shares 6,630 Value ($000) $956 Avg Close — Range —
Q1 2023
Shares 6,928 Value ($000) $963 Avg Close — Range —
Q4 2022
Shares 8,665 Value ($000) $1,264 Avg Close — Range —
Q3 2022
Shares 8,838 Value ($000) $1,159 Avg Close — Range —
Q2 2022
Shares 8,838 Value ($000) $1,205 Avg Close — Range —
Q1 2022
Shares 8,836 Value ($000) $1,487 Avg Close — Range —
Q4 2021
Shares 93,622 Value ($000) $17,022 Avg Close — Range —
Q2 2021
Shares 90,919 Value ($000) $15,768 Avg Close — Range —
Q1 2021
Shares 89,700 Value ($000) $14,429 Avg Close — Range —
Q4 2020
Shares 93,656 Value ($000) $15,106 Avg Close — Range —
Q3 2020
Shares 87,888 Value ($000) $12,955 Avg Close — Range —