ISHARES TR

Ticker: EFA CUSIP: 464287465 Class: MSCI EAFE ETF

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's Holding History (CIK: 0002011649)

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

Q4 2025
Shares 4,408 Value ($000) $452 Avg Close — Range —
Q3 2025
Shares 4,408 Value ($000) $414 Avg Close — Range —
Q2 2025
Shares 4,408 Value ($000) $394 Avg Close — Range —
Q1 2025
Shares 4,408 Value ($000) $360 Avg Close — Range —
Q4 2024
Shares 4,408 Value ($000) $333 Avg Close — Range —
Q3 2024
Shares 4,408 Value ($000) $369 Avg Close — Range —
Q2 2024
Shares 4,408 Value ($000) $345 Avg Close — Range —
Q1 2024
Shares 5,001 Value ($000) $399 Avg Close — Range —
Q4 2023
Shares 4,347 Value ($000) $328 Avg Close — Range —