ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 13,079 Value ($000) $1,490 Avg Close Range
Q3 2025
Shares 11,148 Value ($000) $1,270 Avg Close Range
Q2 2025
Shares 10,615 Value ($000) $1,189 Avg Close Range
Q1 2025
Shares 9,975 Value ($000) $998 Avg Close Range
Q4 2024
Shares 9,105 Value ($000) $882 Avg Close Range
Q3 2024
Shares 7,784 Value ($000) $838 Avg Close Range
Q2 2024
Shares 6,939 Value ($000) $710 Avg Close Range
Q1 2024
Shares 5,298 Value ($000) $550 Avg Close Range