ISHARES TR

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

Lighthouse Wealth Management Inc.'s Holding History (CIK: 0002042810)

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

Q4 2025
Shares 332,591 Value ($000) $13,756 Avg Close — Range —
Q3 2025
Shares 324,495 Value ($000) $12,853 Avg Close — Range —
Q2 2025
Shares 333,250 Value ($000) $12,650 Avg Close — Range —
Q1 2025
Shares 341,560 Value ($000) $12,395 Avg Close — Range —
Q4 2024
Shares 335,224 Value ($000) $11,649 Avg Close — Range —