ISHARES TR

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

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2025
Shares 17,086 Value ($000) $1,529 Avg Close — Range —
Q3 2025
Shares 16,066 Value ($000) $1,403 Avg Close — Range —
Q2 2025
Shares 15,655 Value ($000) $1,307 Avg Close — Range —
Q1 2025
Shares 11,995 Value ($000) $907 Avg Close — Range —
Q4 2024
Shares 9,518 Value ($000) $669 Avg Close — Range —