ISHARES TR

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

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 432 Value ($000) $108 Avg Close — Range —
Q3 2025
Shares 431 Value ($000) $111 Avg Close — Range —
Q2 2025
Shares 430 Value ($000) $103 Avg Close — Range —
Q1 2025
Shares 429 Value ($000) $87 Avg Close — Range —
Q4 2024
Shares 428 Value ($000) $89 Avg Close — Range —