Capital & Planning LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-725	Closed	-$45.2K	–	99
2024 Q4	$45.2K	Buy	+725	New	+$45.2K	0.03%	54