ISHARES TR

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

Capital Planning Advisors, LLC's Holding History (CIK: 0001631941)

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

Q4 2025
Shares 21,024 Value ($000) $1,779 Avg Close — Range —
Q3 2025
Shares 20,981 Value ($000) $1,733 Avg Close — Range —
Q2 2025
Shares 24,347 Value ($000) $1,882 Avg Close — Range —
Q1 2025
Shares 24,345 Value ($000) $1,700 Avg Close — Range —
Q4 2024
Shares 24,330 Value ($000) $1,609 Avg Close — Range —
Q3 2024
Shares 24,317 Value ($000) $1,766 Avg Close — Range —
Q2 2024
Shares 24,295 Value ($000) $1,641 Avg Close — Range —
Q1 2024
Shares 24,295 Value ($000) $1,649 Avg Close — Range —
Q4 2023
Shares 27,887 Value ($000) $1,811 Avg Close — Range —
Q3 2023
Shares 24,510 Value ($000) $1,470 Avg Close — Range —
Q2 2023
Shares 24,510 Value ($000) $1,535 Avg Close — Range —