ISHARES TR

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

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025

Shares 4,448 Value ($000) $376 Avg Close — Range —

Q3 2025

Shares 3,802 Value ($000) $314 Avg Close — Range —

Q2 2025

Shares 3,481 Value ($000) $269 Avg Close — Range —

Q1 2025

Shares 2,920 Value ($000) $204 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,448	$376	—	—
Q3 2025	3,802	$314	—	—
Q2 2025	3,481	$269	—	—
Q1 2025	2,920	$204	—	—