ISHARES TR

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

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q3 2023
Shares 43,962 Value ($000) $1,323 Avg Close — Range —
Q2 2023
Shares 59,331 Value ($000) $1,839 Avg Close — Range —
Q1 2023
Shares 58,320 Value ($000) $1,719 Avg Close — Range —
Q4 2022
Shares 43,373 Value ($000) $1,171 Avg Close — Range —
Q3 2022
Shares 54,651 Value ($000) $1,634 Avg Close — Range —
Q2 2022
Shares 56,022 Value ($000) $1,783 Avg Close — Range —
Q1 2022
Shares 40,133 Value ($000) $1,362 Avg Close — Range —
Q4 2021
Shares 38,911 Value ($000) $1,375 Avg Close — Range —