ISHARES TR

Ticker: ICVT CUSIP: 46435G102 Class: CONV BD ETF

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q2 2023
Shares 2,043 Value ($000) $156 Avg Close — Range —
Q1 2023
Shares 2,404 Value ($000) $175 Avg Close — Range —
Q4 2022
Shares 4,430 Value ($000) $329 Avg Close — Range —
Q1 2022
Shares 2,677 Value ($000) $206 Avg Close — Range —
Q4 2021
Shares 2,456 Value ($000) $203 Avg Close — Range —
Q3 2021
Shares 2,329 Value ($000) $211 Avg Close — Range —
Q2 2018
Shares 3,541 Value ($000) $204 Avg Close — Range —
Q4 2017
Shares 3,629 Value ($000) $200 Avg Close — Range —
Q3 2017
Shares 11,317 Value ($000) $620 Avg Close — Range —
Q2 2017
Shares 3,894 Value ($000) $205 Avg Close — Range —