ISHARES TR

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

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

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

Q4 2025
Shares 57,190 Value ($000) $8,520 Avg Close — Range —
Q3 2025
Shares 57,023 Value ($000) $8,303 Avg Close — Range —
Q2 2025
Shares 56,798 Value ($000) $7,685 Avg Close — Range —
Q1 2025
Shares 54,704 Value ($000) $6,669 Avg Close — Range —
Q4 2024
Shares 55,525 Value ($000) $7,153 Avg Close — Range —
Q3 2024
Shares 56,285 Value ($000) $7,102 Avg Close — Range —
Q2 2024
Shares 58,156 Value ($000) $6,939 Avg Close — Range —
Q1 2024
Shares 62,812 Value ($000) $7,221 Avg Close — Range —
Q4 2023
Shares 64,585 Value ($000) $6,776 Avg Close — Range —
Q3 2023
Shares 63,465 Value ($000) $5,960 Avg Close — Range —
Q2 2023
Shares 64,523 Value ($000) $6,288 Avg Close — Range —
Q1 2023
Shares 3,000 Value ($000) $271 Avg Close — Range —
Q4 2022
Shares 3,000 Value ($000) $254 Avg Close — Range —
Q2 2022
Shares 3,175 Value ($000) $266 Avg Close — Range —