ISHARES TR

Ticker: EFV CUSIP: 464288877 Class: EAFE VALUE ETF

BWM Planning, LLC's Holding History (CIK: 0002039698)

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

Q4 2025
Shares 11,167 Value ($000) $797 Avg Close — Range —
Q3 2025
Shares 10,860 Value ($000) $737 Avg Close — Range —
Q2 2025
Shares 10,860 Value ($000) $689 Avg Close — Range —
Q1 2025
Shares 10,860 Value ($000) $640 Avg Close — Range —
Q4 2024
Shares 10,860 Value ($000) $570 Avg Close — Range —
Q3 2024
Shares 10,880 Value ($000) $626 Avg Close — Range —