ISHARES TR

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

BWM Planning, LLC's Holding History (CIK: 0002039698)

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

Q4 2025
Shares 40,166 Value ($000) $3,593 Avg Close — Range —
Q3 2025
Shares 39,679 Value ($000) $3,464 Avg Close — Range —
Q2 2025
Shares 39,679 Value ($000) $3,312 Avg Close — Range —
Q1 2025
Shares 39,627 Value ($000) $2,998 Avg Close — Range —
Q4 2024
Shares 39,627 Value ($000) $2,785 Avg Close — Range —
Q3 2024
Shares 39,411 Value ($000) $3,076 Avg Close — Range —