ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 16,846 Value ($000) $1,919 Avg Close — Range —
Q3 2025
Shares 18,304 Value ($000) $2,084 Avg Close — Range —
Q2 2025
Shares 38,140 Value ($000) $4,272 Avg Close — Range —
Q1 2025
Shares 5,252 Value ($000) $525 Avg Close — Range —
Q4 2024
Shares 5,651 Value ($000) $547 Avg Close — Range —
Q2 2023
Shares 478 Value ($000) $46 Avg Close — Range —
Q1 2023
Shares 521 Value ($000) $49 Avg Close — Range —
Q4 2022
Shares 22,453 Value ($000) $2,055 Avg Close — Range —
Q3 2022
Shares 20,148 Value ($000) $1,731 Avg Close — Range —
Q1 2022
Shares 42,732 Value ($000) $3,770 Avg Close — Range —