ISHARES TR

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

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 503,180 Value ($000) $45,015 Avg Close Range
Q3 2025
Shares 424,742 Value ($000) $37,084 Avg Close Range
Q2 2025
Shares 400,763 Value ($000) $33,456 Avg Close Range
Q1 2025
Shares 345,968 Value ($000) $26,172 Avg Close Range
Q4 2024
Shares 423,721 Value ($000) $29,779 Avg Close Range
Q3 2024
Shares 449,872 Value ($000) $35,113 Avg Close Range
Q2 2024
Shares 425,905 Value ($000) $30,938 Avg Close Range
Q1 2024
Shares 358,291 Value ($000) $26,592 Avg Close Range
Q4 2023
Shares 348,362 Value ($000) $24,507 Avg Close Range