ISHARES TR

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

Sequent Planning LLC's Holding History (CIK: 0002009724)

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

Q4 2025
Shares 18,229 Value ($000) $1,265 Avg Close — Range —
Q3 2025
Shares 18,303 Value ($000) $1,246 Avg Close — Range —
Q2 2025
Shares 18,804 Value ($000) $1,202 Avg Close — Range —
Q1 2025
Shares 16,412 Value ($000) $1,014 Avg Close — Range —
Q4 2024
Shares 16,419 Value ($000) $1,007 Avg Close — Range —
Q3 2024
Shares 17,167 Value ($000) $1,076 Avg Close — Range —
Q2 2024
Shares 16,025 Value ($000) $921 Avg Close — Range —
Q1 2024
Shares 17,213 Value ($000) $999 Avg Close — Range —