ISHARES TR

Ticker: EFA CUSIP: 464287465 Class: MSCI EAFE ETF

SARD WEALTH MANAGEMENT GROUP, LLC's Holding History (CIK: 0002010095)

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

Q4 2025
Shares 3,176 Value ($000) $305 Avg Close — Range —
Q3 2025
Shares 3,119 Value ($000) $291 Avg Close — Range —
Q2 2025
Shares 3,119 Value ($000) $279 Avg Close — Range —
Q1 2025
Shares 3,065 Value ($000) $251 Avg Close — Range —
Q4 2024
Shares 3,065 Value ($000) $232 Avg Close — Range —
Q3 2024
Shares 3,027 Value ($000) $253 Avg Close — Range —
Q2 2024
Shares 3,027 Value ($000) $237 Avg Close — Range —
Q1 2024
Shares 2,685 Value ($000) $214 Avg Close — Range —
Q4 2023
Shares 2,685 Value ($000) $202 Avg Close — Range —