ISHARES TR

Ticker: EFV CUSIP: 464288877 Class: EAFE VALUE ETF

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 120,146 Value ($000) $8,149 Avg Close — Range —
Q2 2025
Shares 162,846 Value ($000) $10,337 Avg Close — Range —
Q1 2025
Shares 101,512 Value ($000) $5,983 Avg Close — Range —
Q4 2024
Shares 44,029 Value ($000) $2,310 Avg Close — Range —
Q3 2024
Shares 43,491 Value ($000) $2,502 Avg Close — Range —
Q2 2024
Shares 16,278 Value ($000) $863 Avg Close — Range —
Q1 2024
Shares 25,540 Value ($000) $1,389 Avg Close — Range —
Q4 2023
Shares 33,321 Value ($000) $1,736 Avg Close — Range —
Q3 2023
Shares 32,791 Value ($000) $1,604 Avg Close — Range —
Q2 2023
Shares 21,810 Value ($000) $1,067 Avg Close — Range —
Q1 2023
Shares 21,653 Value ($000) $1,051 Avg Close — Range —
Q4 2022
Shares 25,768 Value ($000) $1,182 Avg Close — Range —