ISHARES TR

Ticker: IBTH CUSIP: 46436E841 Class: ETF

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

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

Q4 2025
Shares 26,143 Value ($000) $587 Avg Close — Range —
Q3 2025
Shares 27,156 Value ($000) $612 Avg Close — Range —
Q2 2025
Shares 31,797 Value ($000) $715 Avg Close — Range —
Q1 2025
Shares 31,660 Value ($000) $710 Avg Close — Range —
Q4 2024
Shares 867,746 Value ($000) $19,341 Avg Close — Range —
Q3 2024
Shares 13,266 Value ($000) $300 Avg Close — Range —
Q2 2024
Shares 13,133 Value ($000) $290 Avg Close — Range —
Q1 2024
Shares 11,816 Value ($000) $265 Avg Close — Range —