ISHARES TR

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

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 250,964 Value ($000) $10,380 Avg Close — Range —
Q3 2025
Shares 248,026 Value ($000) $9,824 Avg Close — Range —
Q2 2025
Shares 239,831 Value ($000) $9,104 Avg Close — Range —
Q1 2025
Shares 275,303 Value ($000) $9,991 Avg Close — Range —
Q4 2024
Shares 225,220 Value ($000) $7,826 Avg Close — Range —
Q2 2024
Shares 34,357 Value ($000) $1,222 Avg Close — Range —
Q1 2024
Shares 46,555 Value ($000) $1,624 Avg Close — Range —