ISHARES TR

Ticker: EFV CUSIP: 464288877 Class: EAFE VALUE ETF

Avantra Family Wealth, Inc.'s Holding History (CIK: 0001774744)

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

Q4 2025
Shares 19,078 Value ($000) $1,362 Avg Close — Range —
Q3 2025
Shares 19,062 Value ($000) $1,293 Avg Close — Range —
Q2 2025
Shares 11,694 Value ($000) $742 Avg Close — Range —
Q1 2025
Shares 19,035 Value ($000) $1,122 Avg Close — Range —
Q4 2024
Shares 20,091 Value ($000) $1,054 Avg Close — Range —