ISHARES TR

Ticker: SGOV CUSIP: 46436E718 Class: ETF

Peak Retirement Planning, Inc.'s Holding History (CIK: 0002056697)

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

Q4 2025
Shares 572,280 Value ($000) $57,445 Avg Close — Range —
Q3 2025
Shares 524,601 Value ($000) $52,827 Avg Close — Range —
Q2 2025
Shares 517,813 Value ($000) $52,139 Avg Close — Range —
Q1 2025
Shares 254,658 Value ($000) $25,636 Avg Close — Range —
Q4 2024
Shares 166,972 Value ($000) $16,771 Avg Close — Range —