ISHARES TR

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

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 1,459 Value ($000) $109 Avg Close — Range —
Q3 2025
Shares 1,454 Value ($000) $108 Avg Close — Range —