ISHARES TR

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

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 110,655 Value ($000) $4,713 Avg Close — Range —
Q3 2025
Shares 105,564 Value ($000) $4,330 Avg Close — Range —
Q2 2025
Shares 106,623 Value ($000) $4,026 Avg Close — Range —
Q1 2025
Shares 101,113 Value ($000) $3,566 Avg Close — Range —
Q4 2024
Shares 100,673 Value ($000) $3,633 Avg Close — Range —
Q3 2024
Shares 99,342 Value ($000) $3,514 Avg Close — Range —
Q2 2024
Shares 97,803 Value ($000) $3,163 Avg Close — Range —
Q1 2024
Shares 96,919 Value ($000) $3,364 Avg Close — Range —
Q4 2023
Shares 90,637 Value ($000) $2,856 Avg Close — Range —
Q3 2023
Shares 76,738 Value ($000) $2,310 Avg Close — Range —
Q2 2023
Shares 46,037 Value ($000) $1,427 Avg Close — Range —
Q4 2022
Shares 44,166 Value ($000) $1,260 Avg Close — Range —