ISHARES TR

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

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

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

Q3 2025

Shares 851 Value ($000) $218 Avg Close — Range —

Q2 2025

Shares 6,946 Value ($000) $1,669 Avg Close — Range —

Q4 2022

Shares 3,286 Value ($000) $478 Avg Close — Range —

Q3 2022

Shares 2,894 Value ($000) $431 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	851	$218	—	—
Q2 2025	6,946	$1,669	—	—
Q4 2022	3,286	$478	—	—
Q3 2022	2,894	$431	—	—