ISHARES TR

Ticker: IBTG CUSIP: 46436E858 Class: ETF

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

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

Q4 2025
Shares 56,142 Value ($000) $1,284 Avg Close — Range —
Q3 2025
Shares 57,110 Value ($000) $1,311 Avg Close — Range —
Q2 2025
Shares 61,646 Value ($000) $1,414 Avg Close — Range —
Q1 2025
Shares 72,407 Value ($000) $1,661 Avg Close — Range —
Q4 2024
Shares 3,425,586 Value ($000) $78,223 Avg Close — Range —
Q3 2024
Shares 52,610 Value ($000) $1,213 Avg Close — Range —
Q2 2024
Shares 54,963 Value ($000) $1,245 Avg Close — Range —
Q1 2024
Shares 35,250 Value ($000) $806 Avg Close — Range —
Q4 2023
Shares 30,874 Value ($000) $706 Avg Close — Range —
Q3 2023
Shares 25,061 Value ($000) $563 Avg Close — Range —