ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

Foundation Wealth Management, LLC's Holding History (CIK: 0001966351)

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

Q4 2025
Shares 23,116 Value ($000) $2,636 Avg Close Range
Q3 2025
Shares 24,181 Value ($000) $2,754 Avg Close Range
Q2 2025
Shares 24,672 Value ($000) $2,763 Avg Close Range
Q1 2025
Shares 25,361 Value ($000) $2,536 Avg Close Range
Q4 2024
Shares 26,029 Value ($000) $2,521 Avg Close Range
Q3 2024
Shares 26,007 Value ($000) $2,800 Avg Close Range
Q2 2024
Shares 27,474 Value ($000) $2,811 Avg Close Range
Q1 2024
Shares 27,513 Value ($000) $2,856 Avg Close Range
Q4 2023
Shares 28,528 Value ($000) $2,763 Avg Close Range
Q3 2023
Shares 31,255 Value ($000) $2,697 Avg Close Range
Q2 2023
Shares 28,716 Value ($000) $2,740 Avg Close Range
Q1 2023
Shares 29,091 Value ($000) $2,725 Avg Close Range
Q4 2022
Shares 40,636 Value ($000) $3,404 Avg Close Range