Lodestar Private Asset Management’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$878K	Hold	20,665	–	–	0.09%	112
2025 Q4	$855K	Buy	20,665 +4,640	+29%	+$190K	0.09%	112
2025 Q3	$635K	Buy	16,025 +1,000	+7%	+$38.5K	0.07%	136
2025 Q2	$570K	Buy	15,025 +215	+1%	+$7.86K	0.07%	132
2025 Q1	$537K	Buy	14,810 +2,500	+20%	+$91.1K	0.07%	134
2024 Q4	$428K	Buy	12,310 +350	+3%	+$12.3K	0.05%	147
2024 Q3	$424K	Buy	11,960 +1,850	+18%	+$64.3K	0.05%	149
2024 Q2	$359K	Buy	10,110 +150	+2%	+$5.26K	0.05%	161
2024 Q1	$347K	Buy	9,960 +300	+3%	+$9.88K	0.05%	162
2023 Q4	$304K	Buy	9,660 +380	+4%	+$11.6K	0.05%	163
2023 Q3	$279K	Buy	9,280 +280	+3%	+$8.47K	0.05%	162
2023 Q2	$279K	Hold	9,000	–	–	0.05%	167
2023 Q1	$265K	Sell	9,000 -1,500	-14%	-$43.3K	0.05%	165
2022 Q4	$284K	Buy	+10,500	New	+$322K	0.05%	160