ISHARES TR

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

M Wealth Management, LLC's Holding History (CIK: 0002026150)

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

Q4 2025
Shares 16,404 Value ($000) $678 Avg Close — Range —
Q3 2025
Shares 16,113 Value ($000) $638 Avg Close — Range —
Q2 2025
Shares 15,842 Value ($000) $601 Avg Close — Range —
Q1 2025
Shares 15,842 Value ($000) $575 Avg Close — Range —
Q4 2024
Shares 15,842 Value ($000) $551 Avg Close — Range —