ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 12,310 Value ($000) $1,402 Avg Close — Range —
Q3 2025
Shares 11,963 Value ($000) $1,362 Avg Close — Range —
Q2 2025
Shares 63,797 Value ($000) $7,145 Avg Close — Range —
Q1 2025
Shares 58,024 Value ($000) $5,802 Avg Close — Range —
Q4 2024
Shares 79,826 Value ($000) $7,730 Avg Close — Range —
Q3 2024
Shares 30,280 Value ($000) $3,260 Avg Close — Range —
Q2 2024
Shares 197 Value ($000) $20 Avg Close — Range —