ISHARES TR

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

WHALEROCK POINT PARTNERS, LLC's Holding History (CIK: 0001389709)

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

Q4 2025
Shares 2,306 Value ($000) $344 Avg Close — Range —
Q3 2025
Shares 2,306 Value ($000) $336 Avg Close — Range —
Q2 2025
Shares 2,306 Value ($000) $312 Avg Close — Range —
Q1 2025
Shares 2,306 Value ($000) $281 Avg Close — Range —
Q4 2024
Shares 2,306 Value ($000) $297 Avg Close — Range —
Q3 2024
Shares 2,306 Value ($000) $291 Avg Close — Range —
Q2 2024
Shares 2,306 Value ($000) $275 Avg Close — Range —
Q1 2024
Shares 2,306 Value ($000) $265 Avg Close — Range —
Q4 2023
Shares 2,493 Value ($000) $262 Avg Close — Range —
Q3 2023
Shares 2,493 Value ($000) $234 Avg Close — Range —
Q2 2023
Shares 2,493 Value ($000) $243 Avg Close — Range —
Q1 2023
Shares 2,493 Value ($000) $225 Avg Close — Range —
Q4 2022
Shares 2,493 Value ($000) $211 Avg Close — Range —
Q3 2022
Shares 2,542 Value ($000) $202 Avg Close — Range —