ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 6,281 Value ($000) $762 Avg Close — Range —
Q3 2025
Shares 6,387 Value ($000) $748 Avg Close — Range —
Q2 2025
Shares 6,480 Value ($000) $702 Avg Close — Range —
Q2 2023
Shares 1,968 Value ($000) $152 Avg Close — Range —
Q1 2023
Shares 1,968 Value ($000) $140 Avg Close — Range —