ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 9,874 Value ($000) $1,186 Avg Close — Range —
Q3 2025
Shares 12,859 Value ($000) $1,492 Avg Close — Range —
Q2 2025
Shares 32,366 Value ($000) $3,479 Avg Close — Range —
Q1 2025
Shares 33,802 Value ($000) $3,380 Avg Close — Range —
Q4 2024
Shares 53,348 Value ($000) $5,166 Avg Close — Range —
Q3 2024
Shares 48,765 Value ($000) $5,250 Avg Close — Range —
Q2 2024
Shares 51,435 Value ($000) $5,262 Avg Close — Range —
Q1 2024
Shares 37,083 Value ($000) $3,849 Avg Close — Range —
Q4 2023
Shares 40,589 Value ($000) $3,931 Avg Close — Range —