ISHARES TR

Ticker: ACWI CUSIP: 464288257 Class: MSCI ACWI ETF

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Holding History (CIK: 0002056591)

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

Q4 2025
Shares 14,012 Value ($000) $1,983 Avg Close — Range —
Q3 2025
Shares 14,646 Value ($000) $2,025 Avg Close — Range —
Q2 2025
Shares 13,838 Value ($000) $1,780 Avg Close — Range —
Q1 2025
Shares 14,127 Value ($000) $1,644 Avg Close — Range —
Q4 2024
Shares 9,822 Value ($000) $1,154 Avg Close — Range —