ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 11,098 Value ($000) $1,264 Avg Close — Range —
Q3 2025
Shares 9,876 Value ($000) $1,125 Avg Close — Range —
Q2 2025
Shares 16,295 Value ($000) $1,825 Avg Close — Range —
Q1 2025
Shares 13,834 Value ($000) $1,383 Avg Close — Range —
Q4 2024
Shares 18,412 Value ($000) $1,783 Avg Close — Range —
Q3 2024
Shares 20,267 Value ($000) $2,182 Avg Close — Range —
Q2 2024
Shares 19,527 Value ($000) $1,998 Avg Close — Range —
Q1 2024
Shares 12,128 Value ($000) $1,259 Avg Close — Range —
Q4 2023
Shares 8,782 Value ($000) $851 Avg Close — Range —