ISHARES TR

Ticker: IEFA CUSIP: 46432F842 Class: CORE MSCI EAFE

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 7,311 Value ($000) $654 Avg Close — Range —
Q3 2025
Shares 7,069 Value ($000) $617 Avg Close — Range —
Q2 2025
Shares 7,029 Value ($000) $587 Avg Close — Range —
Q1 2025
Shares 7,144 Value ($000) $540 Avg Close — Range —
Q4 2024
Shares 7,183 Value ($000) $505 Avg Close — Range —
Q3 2024
Shares 7,068 Value ($000) $552 Avg Close — Range —
Q2 2024
Shares 7,068 Value ($000) $513 Avg Close — Range —
Q4 2019
Shares 234 Value ($000) $15 Avg Close — Range —