ISHARES TR

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

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 7,220 Value ($000) $646 Avg Close — Range —
Q3 2025
Shares 7,312 Value ($000) $638 Avg Close — Range —
Q2 2025
Shares 6,639 Value ($000) $554 Avg Close — Range —
Q1 2025
Shares 5,728 Value ($000) $433 Avg Close — Range —
Q4 2024
Shares 5,305 Value ($000) $373 Avg Close — Range —
Q3 2024
Shares 5,180 Value ($000) $404 Avg Close — Range —
Q2 2024
Shares 4,948 Value ($000) $359 Avg Close — Range —
Q1 2024
Shares 8,334 Value ($000) $619 Avg Close — Range —
Q4 2023
Shares 3,145 Value ($000) $221 Avg Close — Range —
Q3 2023
Shares 4,699 Value ($000) $302 Avg Close — Range —
Q2 2023
Shares 4,688 Value ($000) $316 Avg Close — Range —
Q1 2023
Shares 4,556 Value ($000) $305 Avg Close — Range —
Q4 2022
Shares 5,351 Value ($000) $330 Avg Close — Range —