ISHARES TR

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

BEACON FINANCIAL PLANNING, INC's Holding History (CIK: 0001966066)

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

Q4 2025
Shares 21,277 Value ($000) $1,477 Avg Close — Range —
Q3 2025
Shares 19,468 Value ($000) $1,325 Avg Close — Range —
Q2 2025
Shares 18,016 Value ($000) $1,152 Avg Close — Range —
Q1 2025
Shares 12,831 Value ($000) $793 Avg Close — Range —
Q4 2024
Shares 5,085 Value ($000) $312 Avg Close — Range —