Bull Oak Capital, LLC: IEFA position timeline

Bull Oak Capital, LLC held 403,026 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 403,026 shares

   Change vs previous 13F +21,119 shares

   12.97% of the 13F portfolio, value $38,924,289.

   13F-HR 0001824263-26-000004 filed by Bull Oak Capital, LLC
   Filed 2026-08-10 (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 381,907 shares

   Change vs previous 13F +20,437 shares

   13.29% of the 13F portfolio, value $34,574,041.

   13F-HR 0001824263-26-000003 filed by Bull Oak Capital, LLC
   Filed 2026-05-11 (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).

3. period ended2025-12-31

   13F 361,470 shares

   Change vs previous 13F +4,935 shares

   13.21% of the 13F portfolio, value $32,337,106.

   13F-HR 0001824263-26-000001 filed by Bull Oak Capital, LLC
   Filed 2026-02-02 (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 356,535 shares

   Change vs previous 13F +2,425 shares

   13.22% of the 13F portfolio, value $31,129,071.

   13F-HR 0001824263-25-000008 filed by Bull Oak Capital, LLC
   Filed 2025-11-10 (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).

5. period ended2025-06-30

   13F 354,110 shares

   Change vs previous 13F +4,135 shares

   13.47% of the 13F portfolio, value $29,561,138.

   13F-HR 0001824263-25-000002 filed by Bull Oak Capital, LLC
   Filed 2025-08-01 (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).

6. period ended2025-03-31

   13F 349,975 shares

   Change vs previous 13F +26,663 shares

   14.43% of the 13F portfolio, value $26,475,644.

   13F-HR 0002054264-25-000012 filed by Bull Oak Capital, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 323,312 shares

   Change vs previous 13F +32,600 shares

   12.64% of the 13F portfolio, value $22,722,356.

   13F-HR 0001824263-25-000001 filed by Bull Oak Capital, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 290,712 shares

   Change vs previous 13F not available

   13.03% of the 13F portfolio, value $22,690,108.

   13F-HR 0001824263-24-000005 filed by Bull Oak Capital, LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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