ISHARES TR

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

Peak Financial Management, Inc.'s Holding History (CIK: 0001669662)

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

Q4 2025
Shares 3,682 Value ($000) $549 Avg Close — Range —
Q3 2025
Shares 3,754 Value ($000) $547 Avg Close — Range —
Q2 2025
Shares 3,754 Value ($000) $508 Avg Close — Range —
Q1 2025
Shares 3,669 Value ($000) $447 Avg Close — Range —
Q4 2024
Shares 3,744 Value ($000) $482 Avg Close — Range —
Q3 2024
Shares 3,744 Value ($000) $472 Avg Close — Range —
Q2 2024
Shares 3,744 Value ($000) $447 Avg Close — Range —
Q1 2024
Shares 3,754 Value ($000) $432 Avg Close — Range —
Q4 2023
Shares 3,698 Value ($000) $388 Avg Close — Range —
Q3 2023
Shares 4,007 Value ($000) $376 Avg Close — Range —
Q2 2023
Shares 4,007 Value ($000) $391 Avg Close — Range —
Q1 2023
Shares 3,256 Value ($000) $295 Avg Close — Range —
Q4 2022
Shares 3,666 Value ($000) $311 Avg Close — Range —
Q3 2022
Shares 3,637 Value ($000) $289 Avg Close — Range —
Q2 2022
Shares 3,725 Value ($000) $313 Avg Close — Range —
Q1 2022
Shares 3,270 Value ($000) $331 Avg Close — Range —
Q4 2021
Shares 2,524 Value ($000) $272 Avg Close — Range —
Q3 2021
Shares 2,288 Value ($000) $225 Avg Close — Range —