ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

Sound Financial Strategies Group, LLC's Holding History (CIK: 0001800620)

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

Q4 2025
Shares 4,874 Value ($000) $555 Avg Close Range
Q3 2025
Shares 4,867 Value ($000) $554 Avg Close Range
Q2 2025
Shares 4,666 Value ($000) $523 Avg Close Range
Q1 2025
Shares 4,654 Value ($000) $465 Avg Close Range
Q4 2024
Shares 4,040 Value ($000) $391 Avg Close Range
Q3 2024
Shares 4,441 Value ($000) $478 Avg Close Range
Q2 2024
Shares 4,469 Value ($000) $457 Avg Close Range
Q2 2023
Shares 23,903 Value ($000) $2,281 Avg Close Range
Q1 2023
Shares 51,832 Value ($000) $4,856 Avg Close Range
Q4 2022
Shares 16 Value ($000) $1 Avg Close Range
Q2 2022
Shares 16 Value ($000) $1 Avg Close Range
Q1 2022
Shares 698 Value ($000) $67 Avg Close Range
Q4 2021
Shares 26,129 Value ($000) $2,882 Avg Close Range
Q3 2021
Shares 26,489 Value ($000) $2,820 Avg Close Range
Q2 2021
Shares 32,877 Value ($000) $3,527 Avg Close Range