ISHARES TR

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

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

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

Q4 2025
Shares 1,826 Value ($000) $272 Avg Close — Range —
Q3 2025
Shares 1,826 Value ($000) $266 Avg Close — Range —
Q2 2025
Shares 1,826 Value ($000) $247 Avg Close — Range —
Q1 2025
Shares 1,826 Value ($000) $223 Avg Close — Range —
Q4 2024
Shares 1,826 Value ($000) $235 Avg Close — Range —
Q3 2024
Shares 1,826 Value ($000) $230 Avg Close — Range —
Q2 2024
Shares 1,826 Value ($000) $218 Avg Close — Range —
Q1 2024
Shares 1,826 Value ($000) $210 Avg Close — Range —