ISHARES TR

CUSIP: 46436E866 Class: IBONDS 25 TRM TS

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

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

Q3 2025
Shares 85,373 Value ($000) $1,995 Avg Close — Range —
Q2 2025
Shares 90,476 Value ($000) $2,114 Avg Close — Range —
Q1 2025
Shares 112,449 Value ($000) $2,628 Avg Close — Range —
Q4 2024
Shares 8,462,892 Value ($000) $197,406 Avg Close — Range —
Q3 2024
Shares 129,834 Value ($000) $3,041 Avg Close — Range —
Q2 2024
Shares 132,357 Value ($000) $3,073 Avg Close — Range —
Q1 2024
Shares 86,155 Value ($000) $2,006 Avg Close — Range —
Q4 2023
Shares 81,858 Value ($000) $1,906 Avg Close — Range —
Q3 2023
Shares 46,188 Value ($000) $1,066 Avg Close — Range —