ISHARES TR

Ticker: EFV CUSIP: 464288877 Class: EAFE VALUE ETF

ELEVATE WEALTH ADVISORY, INC's Holding History (CIK: 0002011651)

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

Q4 2025
Shares 75,589 Value ($000) $5,398 Avg Close — Range —
Q3 2025
Shares 77,360 Value ($000) $5,247 Avg Close — Range —
Q2 2025
Shares 78,988 Value ($000) $5,014 Avg Close — Range —
Q1 2025
Shares 82,579 Value ($000) $4,867 Avg Close — Range —
Q4 2024
Shares 83,587 Value ($000) $4,386 Avg Close — Range —
Q3 2024
Shares 82,628 Value ($000) $4,754 Avg Close — Range —
Q2 2024
Shares 82,965 Value ($000) $4,400 Avg Close — Range —
Q1 2024
Shares 83,349 Value ($000) $4,534 Avg Close — Range —
Q4 2023
Shares 83,968 Value ($000) $4,375 Avg Close — Range —