ISHARES TR

Ticker: TOPT CUSIP: 46438G570 Class: TOP 20 U S STOCK

Consolidated Planning Corp's Holding History (CIK: 0001805250)

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

Q4 2025
Shares 42,830 Value ($000) $1,338 Avg Close — Range —
Q3 2025
Shares 35,063 Value ($000) $1,068 Avg Close — Range —
Q2 2025
Shares 45,333 Value ($000) $1,237 Avg Close — Range —