ISHARES TR

Ticker: HEFA CUSIP: 46434V803 Class: HDG MSCI EAFE

Meridian Wealth Management, LLC's Holding History (CIK: 0001697300)

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

Q4 2025
Shares 19,293 Value ($000) $798 Avg Close Range
Q3 2025
Shares 20,160 Value ($000) $799 Avg Close Range
Q2 2025
Shares 281,103 Value ($000) $10,671 Avg Close Range
Q1 2025
Shares 319,471 Value ($000) $11,594 Avg Close Range
Q4 2024
Shares 317,564 Value ($000) $11,035 Avg Close Range
Q3 2024
Shares 274,426 Value ($000) $9,720 Avg Close Range
Q2 2024
Shares 174,617 Value ($000) $6,209 Avg Close Range
Q4 2023
Shares 100,381 Value ($000) $3,163 Avg Close Range