ISHARES TR

Ticker: IXUS CUSIP: 46432F834 Class: CORE MSCI TOTAL

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 14,732 Value ($000) $1,247 Avg Close Range
Q3 2025
Shares 19,939 Value ($000) $1,647 Avg Close Range
Q2 2025
Shares 21,026 Value ($000) $1,626 Avg Close Range
Q1 2025
Shares 20,270 Value ($000) $1,415 Avg Close Range
Q4 2024
Shares 20,715 Value ($000) $1,370 Avg Close Range
Q3 2024
Shares 20,715 Value ($000) $1,505 Avg Close Range
Q2 2024
Shares 36,680 Value ($000) $2,478 Avg Close Range
Q1 2024
Shares 36,889 Value ($000) $2,503 Avg Close Range
Q4 2023
Shares 39,579 Value ($000) $2,570 Avg Close Range
Q3 2023
Shares 47,195 Value ($000) $2,831 Avg Close Range
Q2 2023
Shares 47,195 Value ($000) $2,955 Avg Close Range
Q1 2023
Shares 47,101 Value ($000) $2,918 Avg Close Range
Q4 2022
Shares 47,101 Value ($000) $2,726 Avg Close Range
Q3 2022
Shares 36,747 Value ($000) $1,871 Avg Close Range
Q2 2022
Shares 15,618 Value ($000) $891 Avg Close Range