ISHARES TR

Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 255,592 Value ($000) $17,743 Avg Close — Range —
Q3 2025
Shares 285,278 Value ($000) $19,422 Avg Close — Range —
Q2 2025
Shares 339,572 Value ($000) $21,712 Avg Close — Range —
Q1 2025
Shares 296,559 Value ($000) $18,321 Avg Close — Range —
Q4 2024
Shares 317,471 Value ($000) $19,474 Avg Close — Range —
Q3 2024
Shares 269,628 Value ($000) $16,903 Avg Close — Range —
Q2 2024
Shares 98,992 Value ($000) $5,703 Avg Close — Range —
Q1 2024
Shares 96,252 Value ($000) $5,588 Avg Close — Range —
Q4 2023
Shares 133,895 Value ($000) $7,206 Avg Close — Range —
Q3 2023
Shares 121,973 Value ($000) $6,041 Avg Close — Range —
Q2 2023
Shares 100,304 Value ($000) $5,169 Avg Close — Range —
Q1 2023
Shares 143,561 Value ($000) $7,177 Avg Close — Range —
Q4 2022
Shares 488,087 Value ($000) $25,273 Avg Close — Range —
Q3 2022
Shares 492,655 Value ($000) $25,012 Avg Close — Range —
Q1 2022
Shares 610,960 Value ($000) $30,908 Avg Close — Range —