ISHARES TR

Ticker: IBTI CUSIP: 46436E833 Class: ETF

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

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

Q4 2025
Shares 95,604 Value ($000) $2,138 Avg Close — Range —
Q3 2025
Shares 12,499 Value ($000) $280 Avg Close — Range —
Q2 2025
Shares 12,421 Value ($000) $278 Avg Close — Range —
Q1 2025
Shares 12,344 Value ($000) $275 Avg Close — Range —
Q4 2024
Shares 500,007 Value ($000) $11,026 Avg Close — Range —