ISHARES TR

Ticker: SHYG CUSIP: 46434V407 Class: 0-5YR HI YL CP

Investments & Financial Planning, LLC's Holding History (CIK: 0001909307)

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

Q4 2025
Shares 59,389 Value ($000) $2,546 Avg Close — Range —
Q3 2025
Shares 52,684 Value ($000) $2,281 Avg Close — Range —
Q2 2025
Shares 45,093 Value ($000) $1,945 Avg Close — Range —
Q1 2025
Shares 42,689 Value ($000) $1,815 Avg Close — Range —
Q4 2024
Shares 34,044 Value ($000) $1,451 Avg Close — Range —
Q3 2024
Shares 22,779 Value ($000) $989 Avg Close — Range —
Q2 2024
Shares 20,196 Value ($000) $852 Avg Close — Range —
Q1 2024
Shares 18,759 Value ($000) $798 Avg Close — Range —
Q4 2023
Shares 16,750 Value ($000) $707 Avg Close — Range —
Q3 2023
Shares 16,291 Value ($000) $668 Avg Close — Range —
Q2 2023
Shares 16,538 Value ($000) $686 Avg Close — Range —
Q1 2023
Shares 17,503 Value ($000) $730 Avg Close — Range —
Q4 2022
Shares 20,353 Value ($000) $832 Avg Close — Range —
Q2 2022
Shares 28,479 Value ($000) $1,155 Avg Close — Range —
Q1 2022
Shares 29,774 Value ($000) $1,309 Avg Close — Range —
Q4 2021
Shares 32,505 Value ($000) $1,433 Avg Close — Range —