ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 7,461 Value ($000) $850 Avg Close — Range —
Q2 2025
Shares 38,290 Value ($000) $4,288 Avg Close — Range —
Q1 2025
Shares 37,245 Value ($000) $3,724 Avg Close — Range —
Q4 2024
Shares 22,402 Value ($000) $2,169 Avg Close — Range —
Q3 2024
Shares 21,685 Value ($000) $2,334 Avg Close — Range —
Q2 2024
Shares 20,589 Value ($000) $2,106 Avg Close — Range —
Q1 2024
Shares 12,733 Value ($000) $1,322 Avg Close — Range —
Q4 2023
Shares 9,900 Value ($000) $959 Avg Close — Range —
Q3 2023
Shares 14,808 Value ($000) $1,278 Avg Close — Range —
Q2 2023
Shares 16,933 Value ($000) $1,616 Avg Close — Range —
Q1 2023
Shares 15,634 Value ($000) $1,465 Avg Close — Range —
Q4 2022
Shares 10,865 Value ($000) $910 Avg Close — Range —