PIMCO ETF TR

Ticker: STPZ CUSIP: 72201R205 Class: 1-5 US TIP IDX

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

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

Q4 2025
Shares 20,776 Value ($000) $1,115 Avg Close — Range —
Q3 2025
Shares 20,908 Value ($000) $1,133 Avg Close — Range —
Q2 2025
Shares 23,996 Value ($000) $1,291 Avg Close — Range —
Q1 2025
Shares 24,747 Value ($000) $1,337 Avg Close — Range —
Q4 2024
Shares 1,503,182 Value ($000) $78,894 Avg Close — Range —
Q3 2024
Shares 25,310 Value ($000) $1,337 Avg Close — Range —
Q2 2024
Shares 26,146 Value ($000) $1,350 Avg Close — Range —
Q1 2024
Shares 25,046 Value ($000) $1,281 Avg Close — Range —
Q4 2023
Shares 25,046 Value ($000) $1,281 Avg Close — Range —
Q3 2023
Shares 19,847 Value ($000) $994 Avg Close — Range —
Q2 2023
Shares 19,857 Value ($000) $999 Avg Close — Range —
Q1 2023
Shares 18,120 Value ($000) $925 Avg Close — Range —