ISHARES TR

Ticker: EFG CUSIP: 464288885 Class: EAFE GRWTH ETF

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 10,232 Value ($000) $1,166 Avg Close — Range —
Q3 2025
Shares 10,630 Value ($000) $1,211 Avg Close — Range —
Q2 2025
Shares 11,151 Value ($000) $1,249 Avg Close — Range —
Q1 2025
Shares 14,230 Value ($000) $1,423 Avg Close — Range —