ISHARES TR

Ticker: EFV CUSIP: 464288877 Class: EAFE VALUE ETF

Sterling Wealth Management, Inc.'s Holding History (CIK: 0002011149)

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

Q4 2025
Shares 41,075 Value ($000) $2,933 Avg Close — Range —
Q3 2025
Shares 42,259 Value ($000) $2,866 Avg Close — Range —
Q2 2025
Shares 39,918 Value ($000) $2,534 Avg Close — Range —
Q4 2024
Shares 40,006 Value ($000) $2,099 Avg Close — Range —
Q3 2024
Shares 40,046 Value ($000) $2,304 Avg Close — Range —
Q2 2024
Shares 40,138 Value ($000) $2,129 Avg Close — Range —
Q1 2024
Shares 39,818 Value ($000) $2,166 Avg Close — Range —
Q4 2023
Shares 39,955 Value ($000) $2,082 Avg Close — Range —