ISHARES TR

Ticker: IDEV CUSIP: 46435G326 Class: CORE MSCI INTL

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q4 2025
Shares 19,930 Value ($000) $1,644 Avg Close — Range —
Q3 2025
Shares 19,736 Value ($000) $1,582 Avg Close — Range —
Q2 2025
Shares 20,286 Value ($000) $1,543 Avg Close — Range —
Q1 2025
Shares 20,441 Value ($000) $1,408 Avg Close — Range —
Q4 2024
Shares 20,580 Value ($000) $1,327 Avg Close — Range —
Q3 2024
Shares 20,410 Value ($000) $1,446 Avg Close — Range —
Q2 2024
Shares 20,540 Value ($000) $1,348 Avg Close — Range —
Q1 2024
Shares 20,411 Value ($000) $1,370 Avg Close — Range —
Q4 2023
Shares 21,539 Value ($000) $1,206 Avg Close — Range —
Q3 2023
Shares 20,306 Value ($000) $1,183 Avg Close — Range —
Q2 2023
Shares 20,582 Value ($000) $1,258 Avg Close — Range —
Q1 2023
Shares 21,386 Value ($000) $1,293 Avg Close — Range —
Q4 2022
Shares 21,539 Value ($000) $1,206 Avg Close — Range —
Q3 2022
Shares 25,140 Value ($000) $1,214 Avg Close — Range —
Q2 2022
Shares 25,995 Value ($000) $1,397 Avg Close — Range —
Q1 2022
Shares 25,749 Value ($000) $1,638 Avg Close — Range —
Q4 2021
Shares 25,743 Value ($000) $1,739 Avg Close — Range —
Q3 2021
Shares 25,347 Value ($000) $1,694 Avg Close — Range —
Q2 2021
Shares 26,215 Value ($000) $1,768 Avg Close — Range —
Q1 2021
Shares 26,075 Value ($000) $1,684 Avg Close — Range —
Q4 2020
Shares 26,347 Value ($000) $1,624 Avg Close — Range —
Q3 2020
Shares 36,211 Value ($000) $1,954 Avg Close — Range —
Q2 2020
Shares 44,823 Value ($000) $2,291 Avg Close — Range —