ISHARES TR

Ticker: EFV CUSIP: 464288877 Class: EAFE VALUE ETF

INSTRUMENTAL WEALTH, LLC's Holding History (CIK: 0001976010)

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

Q4 2025
Shares 2,512 Value ($000) $201 Avg Close — Range —
Q1 2024
Shares 3,896 Value ($000) $218 Avg Close — Range —
Q4 2023
Shares 3,896 Value ($000) $200 Avg Close — Range —