ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

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

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

Q4 2024
Shares 446,935 Value ($000) $11,105 Avg Close — Range —
Q1 2024
Shares 8,271 Value ($000) $202 Avg Close — Range —
Q4 2023
Shares 8,271 Value ($000) $202 Avg Close — Range —
Q3 2023
Shares 9,140 Value ($000) $217 Avg Close — Range —
Q2 2023
Shares 9,140 Value ($000) $219 Avg Close — Range —
Q1 2023
Shares 8,619 Value ($000) $207 Avg Close — Range —