ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

BEACON FINANCIAL PLANNING, INC's Holding History (CIK: 0001966066)

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

Q4 2025
Shares 6,348 Value ($000) $723 Avg Close — Range —
Q3 2025
Shares 5,233 Value ($000) $596 Avg Close — Range —
Q2 2025
Shares 5,340 Value ($000) $598 Avg Close — Range —
Q1 2025
Shares 6,297 Value ($000) $630 Avg Close — Range —
Q4 2024
Shares 4,267 Value ($000) $413 Avg Close — Range —
Q3 2024
Shares 3,690 Value ($000) $397 Avg Close — Range —
Q2 2024
Shares 1,992 Value ($000) $204 Avg Close — Range —
Q3 2023
Shares 2,328 Value ($000) $201 Avg Close — Range —
Q2 2023
Shares 2,328 Value ($000) $222 Avg Close — Range —
Q1 2023
Shares 2,515 Value ($000) $236 Avg Close — Range —
Q4 2022
Shares 2,515 Value ($000) $211 Avg Close — Range —