ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q4 2025
Shares 1,952 Value ($000) $222 Avg Close — Range —
Q3 2025
Shares 22,198 Value ($000) $2,528 Avg Close — Range —
Q2 2025
Shares 21,530 Value ($000) $2,411 Avg Close — Range —
Q1 2025
Shares 20,616 Value ($000) $2,062 Avg Close — Range —
Q4 2024
Shares 21,379 Value ($000) $2,070 Avg Close — Range —
Q3 2024
Shares 13,522 Value ($000) $1,456 Avg Close — Range —
Q2 2024
Shares 15,007 Value ($000) $1,589 Avg Close — Range —
Q1 2024
Shares 14,882 Value ($000) $1,545 Avg Close — Range —
Q4 2023
Shares 15,882 Value ($000) $1,538 Avg Close — Range —
Q3 2023
Shares 16,217 Value ($000) $1,400 Avg Close — Range —
Q2 2023
Shares 16,217 Value ($000) $1,547 Avg Close — Range —
Q1 2023
Shares 16,275 Value ($000) $1,525 Avg Close — Range —
Q4 2022
Shares 16,054 Value ($000) $1,345 Avg Close — Range —
Q3 2022
Shares 14,096 Value ($000) $1,023 Avg Close — Range —
Q4 2021
Shares 4,818 Value ($000) $373 Avg Close — Range —
Q4 2019
Shares 4,818 Value ($000) $417 Avg Close — Range —
Q3 2019
Shares 4,818 Value ($000) $388 Avg Close — Range —
Q2 2019
Shares 4,818 Value ($000) $389 Avg Close — Range —
Q1 2019
Shares 4,818 Value ($000) $373 Avg Close — Range —
Q4 2018
Shares 5,218 Value ($000) $360 Avg Close — Range —