ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

Wingate Wealth Advisors, Inc.'s Holding History (CIK: 0002041800)

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

Q4 2025
Shares 11,333 Value ($000) $1,291 Avg Close — Range —
Q3 2025
Shares 10,600 Value ($000) $1,207 Avg Close — Range —
Q2 2025
Shares 9,802 Value ($000) $1,098 Avg Close — Range —
Q1 2025
Shares 9,128 Value ($000) $913 Avg Close — Range —
Q4 2024
Shares 6,658 Value ($000) $645 Avg Close — Range —