ISHARES TR

Ticker: EFV CUSIP: 464288877 Class: EAFE VALUE ETF

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 220,476 Value ($000) $15,744 Avg Close — Range —
Q3 2025
Shares 223,069 Value ($000) $15,131 Avg Close — Range —
Q2 2025
Shares 243,645 Value ($000) $15,467 Avg Close — Range —
Q1 2025
Shares 144,057 Value ($000) $8,491 Avg Close — Range —
Q4 2024
Shares 141,099 Value ($000) $7,403 Avg Close — Range —
Q3 2024
Shares 56,837 Value ($000) $3,270 Avg Close — Range —
Q2 2024
Shares 352 Value ($000) $19 Avg Close — Range —