ISHARES TR

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

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025
Shares 84,268 Value ($000) $7,539 Avg Close — Range —
Q3 2025
Shares 72,240 Value ($000) $6,307 Avg Close — Range —
Q2 2025
Shares 69,894 Value ($000) $5,835 Avg Close — Range —
Q1 2025
Shares 66,776 Value ($000) $5,052 Avg Close — Range —
Q4 2024
Shares 64,181 Value ($000) $4,511 Avg Close — Range —
Q3 2024
Shares 55,199 Value ($000) $4,308 Avg Close — Range —
Q2 2024
Shares 54,243 Value ($000) $3,940 Avg Close — Range —
Q1 2024
Shares 48,699 Value ($000) $3,614 Avg Close — Range —
Q4 2023
Shares 40,642 Value ($000) $2,859 Avg Close — Range —
Q3 2023
Shares 36,776 Value ($000) $2,367 Avg Close — Range —
Q2 2023
Shares 21,432 Value ($000) $1,447 Avg Close — Range —
Q1 2023
Shares 7,466 Value ($000) $499 Avg Close — Range —
Q4 2022
Shares 7,409 Value ($000) $457 Avg Close — Range —
Q3 2022
Shares 7,409 Value ($000) $390 Avg Close — Range —
Q2 2022
Shares 7,409 Value ($000) $436 Avg Close — Range —
Q1 2022
Shares 6,859 Value ($000) $477 Avg Close — Range —
Q4 2021
Shares 250 Value ($000) $19 Avg Close — Range —
Q3 2021
Shares 250 Value ($000) $19 Avg Close — Range —