ISHARES TR

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

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 6,701 Value ($000) $619 Avg Close — Range —
Q3 2025
Shares 5,334 Value ($000) $475 Avg Close — Range —
Q2 2025
Shares 5,369 Value ($000) $447 Avg Close — Range —
Q1 2025
Shares 5,366 Value ($000) $394 Avg Close — Range —
Q4 2024
Shares 6,036 Value ($000) $421 Avg Close — Range —
Q3 2024
Shares 5,273 Value ($000) $400 Avg Close — Range —
Q2 2024
Shares 5,237 Value ($000) $391 Avg Close — Range —
Q1 2024
Shares 5,129 Value ($000) $364 Avg Close — Range —
Q4 2023
Shares 5,558 Value ($000) $382 Avg Close — Range —
Q3 2023
Shares 4,264 Value ($000) $267 Avg Close — Range —
Q2 2023
Shares 4,327 Value ($000) $292 Avg Close — Range —
Q1 2023
Shares 4,585 Value ($000) $315 Avg Close — Range —
Q4 2022
Shares 4,906 Value ($000) $328 Avg Close — Range —