ISHARES TR

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

Keebeck Wealth Management's Holding History (CIK: 0001803675)

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

Q4 2025
Shares 8,845 Value ($000) $366 Avg Close — Range —
Q3 2025
Shares 11,725 Value ($000) $464 Avg Close — Range —
Q2 2025
Shares 12,362 Value ($000) $469 Avg Close — Range —
Q1 2025
Shares 49,268 Value ($000) $1,788 Avg Close — Range —
Q2 2024
Shares 37,544 Value ($000) $1,335 Avg Close — Range —
Q1 2024
Shares 56,115 Value ($000) $1,957 Avg Close — Range —