ISHARES TR

Ticker: SMLF CUSIP: 46434V290 Class: US SML CAP EQT

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 433,586 Value ($000) $34,193 Avg Close — Range —
Q3 2025
Shares 443,175 Value ($000) $32,755 Avg Close — Range —
Q2 2025
Shares 435,547 Value ($000) $30,210 Avg Close — Range —
Q1 2025
Shares 399,823 Value ($000) $23,678 Avg Close — Range —
Q4 2024
Shares 371,476 Value ($000) $26,089 Avg Close — Range —
Q3 2024
Shares 362,226 Value ($000) $24,193 Avg Close — Range —