ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 2,257 Value ($000) $336 Avg Close — Range —
Q3 2025
Shares 2,257 Value ($000) $329 Avg Close — Range —
Q2 2025
Shares 2,500 Value ($000) $338 Avg Close — Range —
Q1 2025
Shares 2,500 Value ($000) $305 Avg Close — Range —
Q4 2024
Shares 2,500 Value ($000) $322 Avg Close — Range —
Q3 2024
Shares 2,499 Value ($000) $315 Avg Close — Range —
Q2 2024
Shares 2,547 Value ($000) $304 Avg Close — Range —
Q1 2024
Shares 2,591 Value ($000) $298 Avg Close — Range —