ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

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

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

Q3 2025
Shares 8,250 Value ($000) $831 Avg Close — Range —
Q1 2025
Shares 8,545 Value ($000) $860 Avg Close — Range —
Q4 2024
Shares 11,345 Value ($000) $1,138 Avg Close — Range —
Q3 2024
Shares 5,936 Value ($000) $598 Avg Close — Range —
Q2 2024
Shares 3,401 Value ($000) $343 Avg Close — Range —
Q1 2024
Shares 4,247 Value ($000) $428 Avg Close — Range —
Q4 2023
Shares 4,237 Value ($000) $425 Avg Close — Range —
Q3 2023
Shares 4,185 Value ($000) $421 Avg Close — Range —
Q2 2023
Shares 2,680 Value ($000) $270 Avg Close — Range —