ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

Forthright Family Wealth Advisory LLC's Holding History (CIK: 0002008648)

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

Q4 2025
Shares 29,846 Value ($000) $3,400 Avg Close — Range —
Q3 2025
Shares 30,462 Value ($000) $3,469 Avg Close — Range —
Q2 2025
Shares 84,089 Value ($000) $9,418 Avg Close — Range —
Q1 2025
Shares 86,695 Value ($000) $8,669 Avg Close — Range —
Q4 2024
Shares 85,419 Value ($000) $8,271 Avg Close — Range —
Q3 2024
Shares 80,319 Value ($000) $8,297 Avg Close — Range —
Q2 2024
Shares 46,993 Value ($000) $4,807 Avg Close — Range —
Q1 2024
Shares 43,591 Value ($000) $4,524 Avg Close — Range —
Q4 2023
Shares 41,542 Value ($000) $4,023 Avg Close — Range —