ISHARES TR

Ticker: EFV CUSIP: 464288877 Class: EAFE VALUE ETF

Lodestone Wealth Management LLC's Holding History (CIK: 0001950158)

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

Q4 2025
Shares 8,982 Value ($000) $641 Avg Close — Range —
Q3 2025
Shares 8,982 Value ($000) $609 Avg Close — Range —
Q2 2025
Shares 9,068 Value ($000) $576 Avg Close — Range —
Q1 2025
Shares 9,183 Value ($000) $541 Avg Close — Range —
Q4 2024
Shares 9,164 Value ($000) $481 Avg Close — Range —
Q3 2024
Shares 9,164 Value ($000) $527 Avg Close — Range —
Q2 2024
Shares 10,121 Value ($000) $537 Avg Close — Range —
Q1 2024
Shares 10,110 Value ($000) $550 Avg Close — Range —
Q4 2023
Shares 10,110 Value ($000) $527 Avg Close — Range —
Q3 2023
Shares 11,047 Value ($000) $541 Avg Close — Range —
Q2 2023
Shares 16,942 Value ($000) $829 Avg Close — Range —
Q1 2023
Shares 31,525 Value ($000) $1,530 Avg Close — Range —
Q4 2022
Shares 32,189 Value ($000) $1,477 Avg Close — Range —