ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 3,662 Value ($000) $417 Avg Close — Range —
Q3 2025
Shares 3,269 Value ($000) $372 Avg Close — Range —