ISHARES TR

Ticker: IAGG CUSIP: 46435G672 Class: CORE INTL AGGR

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025

Shares 47,763 Value ($000) $2,389 Avg Close — Range —

Q3 2025

Shares 45,564 Value ($000) $2,334 Avg Close — Range —

Q2 2025

Shares 44,191 Value ($000) $2,258 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	47,763	$2,389	—	—
Q3 2025	45,564	$2,334	—	—
Q2 2025	44,191	$2,258	—	—