ISHARES TR

Ticker: IBDT CUSIP: 46435U515 Class: IBDS DEC28 ETF

Cornerstone Planning, LLC's Holding History (CIK: 0001802105)

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

Q4 2025
Shares 339,238 Value ($000) $8,644 Avg Close — Range —
Q4 2024
Shares 65,270 Value ($000) $1,625 Avg Close — Range —