ISHARES TR

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

INSTRUMENTAL WEALTH, LLC's Holding History (CIK: 0001976010)

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

Q4 2025
Shares 229,591 Value ($000) $22,599 Avg Close — Range —
Q3 2025
Shares 111,342 Value ($000) $9,832 Avg Close — Range —
Q2 2025
Shares 106,196 Value ($000) $8,726 Avg Close — Range —
Q1 2025
Shares 103,808 Value ($000) $8,105 Avg Close — Range —
Q4 2024
Shares 99,374 Value ($000) $7,515 Avg Close — Range —