ISHARES TR

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

IVC Wealth Advisors LLC's Holding History (CIK: 0001842811)

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

Q4 2025
Shares 106,609 Value ($000) $4,409 Avg Close — Range —
Q3 2025
Shares 104,001 Value ($000) $4,119 Avg Close — Range —
Q2 2025
Shares 102,602 Value ($000) $3,895 Avg Close — Range —
Q1 2025
Shares 85,923 Value ($000) $3,118 Avg Close — Range —