ISHARES TR

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

Wealth Architects, LLC's Holding History (CIK: 0001611518)

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

Q4 2025
Shares 65,846 Value ($000) $9,810 Avg Close — Range —
Q3 2025
Shares 58,910 Value ($000) $8,577 Avg Close — Range —
Q2 2025
Shares 59,457 Value ($000) $8,045 Avg Close — Range —
Q1 2025
Shares 46,469 Value ($000) $5,665 Avg Close — Range —
Q4 2024
Shares 45,994 Value ($000) $5,925 Avg Close — Range —
Q3 2024
Shares 45,888 Value ($000) $5,790 Avg Close — Range —
Q2 2024
Shares 44,071 Value ($000) $5,259 Avg Close — Range —
Q1 2024
Shares 29,400 Value ($000) $3,380 Avg Close — Range —
Q4 2023
Shares 29,002 Value ($000) $3,043 Avg Close — Range —
Q3 2023
Shares 30,060 Value ($000) $2,823 Avg Close — Range —
Q2 2023
Shares 29,992 Value ($000) $2,923 Avg Close — Range —
Q1 2023
Shares 20,687 Value ($000) $1,871 Avg Close — Range —
Q4 2022
Shares 18,443 Value ($000) $1,563 Avg Close — Range —
Q3 2022
Shares 9,659 Value ($000) $767 Avg Close — Range —
Q2 2022
Shares 5,721 Value ($000) $480 Avg Close — Range —
Q1 2022
Shares 5,808 Value ($000) $589 Avg Close — Range —
Q4 2021
Shares 2,997 Value ($000) $323 Avg Close — Range —