ISHARES TR

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

Dynasty Wealth Management, LLC's Holding History (CIK: 0001727599)

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

Q4 2025
Shares 3,553,862 Value ($000) $146,988 Avg Close Range
Q3 2025
Shares 4,194,769 Value ($000) $166,155 Avg Close Range
Q2 2025
Shares 3,637,880 Value ($000) $138,094 Avg Close Range
Q1 2025
Shares 3,883,488 Value ($000) $140,932 Avg Close Range
Q4 2024
Shares 4,461,629 Value ($000) $155,042 Avg Close Range
Q2 2024
Shares 4,256,358 Value ($000) $151,356 Avg Close Range
Q1 2024
Shares 4,261,328 Value ($000) $148,635 Avg Close Range