ISHARES TR

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

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q2 2023
Shares 76 Value ($000) $7 Avg Close — Range —
Q1 2023
Shares 14,623 Value ($000) $1,323 Avg Close — Range —
Q4 2022
Shares 15,467 Value ($000) $1,415 Avg Close — Range —
Q1 2022
Shares 32,821 Value ($000) $3,020 Avg Close — Range —
Q4 2021
Shares 28,030 Value ($000) $2,843 Avg Close — Range —
Q3 2021
Shares 26,251 Value ($000) $2,802 Avg Close — Range —
Q2 2021
Shares 22,333 Value ($000) $2,274 Avg Close — Range —
Q1 2021
Shares 20,977 Value ($000) $1,995 Avg Close — Range —
Q4 2020
Shares 19,334 Value ($000) $1,727 Avg Close — Range —
Q3 2020
Shares 20,868 Value ($000) $1,682 Avg Close — Range —
Q2 2020
Shares 19,213 Value ($000) $1,470 Avg Close — Range —
Q1 2020
Shares 19,058 Value ($000) $1,224 Avg Close — Range —
Q4 2019
Shares 4,786 Value ($000) $360 Avg Close — Range —