ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q4 2025
Shares 485,342 Value ($000) $55,290 Avg Close — Range —
Q3 2025
Shares 468,577 Value ($000) $53,362 Avg Close — Range —
Q2 2025
Shares 461,405 Value ($000) $51,677 Avg Close — Range —
Q1 2025
Shares 456,868 Value ($000) $45,687 Avg Close — Range —
Q4 2024
Shares 440,047 Value ($000) $42,610 Avg Close — Range —
Q3 2024
Shares 426,651 Value ($000) $45,929 Avg Close — Range —
Q2 2024
Shares 418,352 Value ($000) $42,797 Avg Close — Range —
Q1 2024
Shares 409,522 Value ($000) $42,504 Avg Close — Range —
Q4 2023
Shares 390,797 Value ($000) $32,733 Avg Close — Range —
Q3 2023
Shares 399,483 Value ($000) $34,475 Avg Close — Range —
Q2 2023
Shares 392,963 Value ($000) $37,493 Avg Close — Range —
Q1 2023
Shares 383,903 Value ($000) $35,964 Avg Close — Range —
Q4 2022
Shares 390,797 Value ($000) $32,733 Avg Close — Range —
Q3 2022
Shares 381,215 Value ($000) $27,661 Avg Close — Range —
Q2 2022
Shares 349,257 Value ($000) $28,112 Avg Close — Range —
Q1 2022
Shares 409,657 Value ($000) $39,438 Avg Close — Range —
Q4 2021
Shares 380,688 Value ($000) $41,986 Avg Close — Range —
Q3 2021
Shares 373,914 Value ($000) $39,811 Avg Close — Range —
Q2 2021
Shares 364,147 Value ($000) $39,066 Avg Close — Range —
Q1 2021
Shares 346,593 Value ($000) $34,819 Avg Close — Range —
Q4 2020
Shares 335,454 Value ($000) $33,851 Avg Close — Range —
Q3 2020
Shares 137,647 Value ($000) $12,372 Avg Close — Range —