ISHARES TR

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

BEACON FINANCIAL PLANNING, INC's Holding History (CIK: 0001966066)

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

Q4 2025
Shares 39,744 Value ($000) $3,364 Avg Close — Range —
Q2 2025
Shares 39,717 Value ($000) $3,071 Avg Close — Range —
Q1 2025
Shares 43,174 Value ($000) $3,014 Avg Close — Range —
Q4 2024
Shares 46,214 Value ($000) $3,057 Avg Close — Range —
Q3 2024
Shares 46,677 Value ($000) $3,390 Avg Close — Range —
Q2 2024
Shares 47,020 Value ($000) $3,177 Avg Close — Range —
Q1 2024
Shares 51,540 Value ($000) $3,498 Avg Close — Range —
Q4 2023
Shares 55,596 Value ($000) $3,610 Avg Close — Range —
Q3 2023
Shares 55,635 Value ($000) $3,338 Avg Close — Range —
Q2 2023
Shares 56,459 Value ($000) $3,535 Avg Close — Range —
Q1 2023
Shares 54,343 Value ($000) $3,367 Avg Close — Range —
Q4 2022
Shares 53,097 Value ($000) $3,073 Avg Close — Range —