ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q1 2025
Shares 36 Value ($000) $4 Avg Close — Range —
Q4 2024
Shares 36 Value ($000) $3 Avg Close — Range —
Q3 2024
Shares 36 Value ($000) $4 Avg Close — Range —
Q2 2024
Shares 36 Value ($000) $4 Avg Close — Range —
Q1 2024
Shares 99 Value ($000) $10 Avg Close — Range —
Q4 2023
Shares 270 Value ($000) $26 Avg Close — Range —
Q3 2023
Shares 323 Value ($000) $28 Avg Close — Range —
Q2 2023
Shares 323 Value ($000) $31 Avg Close — Range —
Q1 2023
Shares 155 Value ($000) $15 Avg Close — Range —
Q4 2022
Shares 342 Value ($000) $29 Avg Close — Range —
Q2 2022
Shares 1,033 Value ($000) $83 Avg Close — Range —
Q1 2022
Shares 997 Value ($000) $96 Avg Close — Range —
Q4 2021
Shares 1,015 Value ($000) $112 Avg Close — Range —
Q4 2020
Shares 49 Value ($000) $5 Avg Close — Range —