ISHARES TR

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

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025
Shares 8,697 Value ($000) $736 Avg Close — Range —
Q3 2025
Shares 8,539 Value ($000) $705 Avg Close — Range —
Q2 2025
Shares 8,539 Value ($000) $660 Avg Close — Range —
Q1 2025
Shares 8,539 Value ($000) $596 Avg Close — Range —
Q4 2024
Shares 673,400 Value ($000) $46,775 Avg Close — Range —
Q3 2024
Shares 10,360 Value ($000) $752 Avg Close — Range —
Q2 2024
Shares 10,360 Value ($000) $700 Avg Close — Range —
Q1 2024
Shares 4,974 Value ($000) $323 Avg Close — Range —
Q4 2023
Shares 4,974 Value ($000) $323 Avg Close — Range —