ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

Meridian Wealth Partners, LLC's Holding History (CIK: 0001781942)

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

Q4 2025
Shares 268,250 Value ($000) $30,559 Avg Close — Range —
Q3 2025
Shares 262,856 Value ($000) $29,934 Avg Close — Range —
Q2 2025
Shares 210,816 Value ($000) $23,611 Avg Close — Range —
Q1 2025
Shares 207,289 Value ($000) $20,729 Avg Close — Range —
Q4 2024
Shares 210,143 Value ($000) $20,348 Avg Close — Range —
Q3 2024
Shares 200,110 Value ($000) $21,542 Avg Close — Range —
Q4 2021
Shares 81,037 Value ($000) $8,938 Avg Close — Range —
Q3 2021
Shares 79,345 Value ($000) $8,448 Avg Close — Range —
Q2 2021
Shares 42,109 Value ($000) $4,517 Avg Close — Range —
Q1 2021
Shares 42,492 Value ($000) $4,269 Avg Close — Range —