Annex Advisory Services, LLC: IEFA position timeline

Annex Advisory Services, LLC held 2,083 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,083 shares

   Change vs previous 13F +2,083 shares

   <0.01% of the 13F portfolio, value $201,176.

   13F-HR 0001542287-26-000003 filed by Annex Advisory Services, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -2,590 shares

   13F-HR 0001542287-26-000002 filed by Annex Advisory Services, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 2,590 shares

   Change vs previous 13F +2,590 shares

   <0.01% of the 13F portfolio, value $231,728.

   13F-HR 0001542287-26-000001 filed by Annex Advisory Services, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,413 shares

   13F-HR 0001542287-25-000002 filed by Annex Advisory Services, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-06-30

   13F 2,413 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $201,437.

   13F-HR 0001085146-25-003756 filed by Annex Advisory Services, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).