ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 111,394 Value ($000) $5,184 Avg Close — Range —
Q3 2025
Shares 105,879 Value ($000) $4,946 Avg Close — Range —
Q2 2025
Shares 138,858 Value ($000) $6,419 Avg Close — Range —
Q1 2025
Shares 165,590 Value ($000) $7,630 Avg Close — Range —
Q4 2024
Shares 45,569 Value ($000) $2,060 Avg Close — Range —
Q3 2024
Shares 58,378 Value ($000) $2,751 Avg Close — Range —
Q2 2024
Shares 45,436 Value ($000) $2,055 Avg Close — Range —
Q1 2024
Shares 45,156 Value ($000) $2,059 Avg Close — Range —
Q4 2023
Shares 22,800 Value ($000) $1,050 Avg Close — Range —
Q3 2023
Shares 20,470 Value ($000) $895 Avg Close — Range —
Q2 2023
Shares 19,772 Value ($000) $899 Avg Close — Range —
Q1 2023
Shares 18,524 Value ($000) $855 Avg Close — Range —
Q4 2022
Shares 16,616 Value ($000) $747 Avg Close — Range —