ISHARES TR

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

Spectrum Planning & Advisory Services Inc.'s Holding History (CIK: 0001725394)

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

Q4 2025
Shares 14,635 Value ($000) $605 Avg Close — Range —
Q3 2025
Shares 14,419 Value ($000) $571 Avg Close — Range —
Q2 2025
Shares 13,710 Value ($000) $520 Avg Close — Range —
Q1 2025
Shares 8,839 Value ($000) $321 Avg Close — Range —
Q2 2024
Shares 28,190 Value ($000) $1,001 Avg Close — Range —