ISHARES TR

Ticker: EUSB CUSIP: 46436E619 Class: ESG ADV TTL USD

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

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

Q4 2025
Shares 13,301 Value ($000) $584 Avg Close — Range —
Q3 2025
Shares 13,288 Value ($000) $584 Avg Close — Range —
Q2 2025
Shares 13,278 Value ($000) $578 Avg Close — Range —
Q1 2025
Shares 12,994 Value ($000) $563 Avg Close — Range —
Q4 2024
Shares 877,100 Value ($000) $37,883 Avg Close — Range —
Q3 2024
Shares 13,554 Value ($000) $600 Avg Close — Range —
Q2 2024
Shares 13,554 Value ($000) $577 Avg Close — Range —
Q1 2024
Shares 11,478 Value ($000) $497 Avg Close — Range —
Q4 2023
Shares 11,478 Value ($000) $497 Avg Close — Range —
Q3 2023
Shares 12,310 Value ($000) $503 Avg Close — Range —
Q2 2023
Shares 12,310 Value ($000) $524 Avg Close — Range —
Q1 2023
Shares 11,334 Value ($000) $490 Avg Close — Range —