ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

Vested Financial Planning, LLC's Holding History (CIK: 0002044679)

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

Q4 2025
Shares 4,019 Value ($000) $487 Avg Close — Range —
Q3 2025
Shares 4,019 Value ($000) $470 Avg Close — Range —
Q2 2025
Shares 3,940 Value ($000) $427 Avg Close — Range —
Q1 2025
Shares 3,940 Value ($000) $378 Avg Close — Range —
Q4 2024
Shares 5,169 Value ($000) $533 Avg Close — Range —