ISHARES TR

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

Planning Center, Inc.'s Holding History (CIK: 0001910966)

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

Q4 2025
Shares 4,822 Value ($000) $408 Avg Close — Range —
Q3 2025
Shares 4,822 Value ($000) $398 Avg Close — Range —
Q2 2025
Shares 4,822 Value ($000) $373 Avg Close — Range —
Q1 2025
Shares 4,822 Value ($000) $337 Avg Close — Range —
Q3 2024
Shares 2,827 Value ($000) $205 Avg Close — Range —