ISHARES TR

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

RETIREMENT PLANNING GROUP, LLC / NY's Holding History (CIK: 0002057004)

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

Q4 2025
Shares 55,674 Value ($000) $2,303 Avg Close — Range —
Q3 2025
Shares 51,325 Value ($000) $2,033 Avg Close — Range —
Q2 2025
Shares 47,948 Value ($000) $1,820 Avg Close — Range —
Q1 2025
Shares 46,496 Value ($000) $1,687 Avg Close — Range —
Q4 2024
Shares 41,781 Value ($000) $1,452 Avg Close — Range —