ISHARES TR

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

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025
Shares 18,663 Value ($000) $869 Avg Close — Range —
Q3 2025
Shares 20,384 Value ($000) $952 Avg Close — Range —
Q2 2025
Shares 20,384 Value ($000) $942 Avg Close — Range —
Q1 2025
Shares 20,384 Value ($000) $939 Avg Close — Range —
Q4 2024
Shares 1,621,888 Value ($000) $74,478 Avg Close — Range —
Q3 2024
Shares 25,004 Value ($000) $1,178 Avg Close — Range —
Q2 2024
Shares 25,004 Value ($000) $1,131 Avg Close — Range —
Q1 2024
Shares 13,504 Value ($000) $622 Avg Close — Range —
Q4 2023
Shares 13,504 Value ($000) $622 Avg Close — Range —
Q3 2023
Shares 5,220 Value ($000) $228 Avg Close — Range —