ISHARES TR

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

Cypress Wealth Services, LLC's Holding History (CIK: 0001721527)

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

Q4 2025
Shares 57,940 Value ($000) $8,632 Avg Close — Range —
Q3 2025
Shares 58,505 Value ($000) $8,518 Avg Close — Range —
Q2 2025
Shares 58,092 Value ($000) $7,860 Avg Close — Range —
Q1 2025
Shares 60,165 Value ($000) $7,335 Avg Close — Range —
Q4 2024
Shares 63,514 Value ($000) $8,182 Avg Close — Range —
Q3 2024
Shares 64,986 Value ($000) $8,200 Avg Close — Range —
Q2 2024
Shares 65,618 Value ($000) $7,830 Avg Close — Range —
Q1 2024
Shares 69,517 Value ($000) $7,992 Avg Close — Range —
Q4 2023
Shares 96,190 Value ($000) $10,092 Avg Close — Range —
Q3 2023
Shares 103,793 Value ($000) $9,747 Avg Close — Range —
Q2 2023
Shares 121,067 Value ($000) $12,027 Avg Close — Range —
Q1 2023
Shares 153,395 Value ($000) $13,875 Avg Close — Range —
Q4 2022
Shares 215,771 Value ($000) $18,287 Avg Close — Range —
Q3 2022
Shares 230,541 Value ($000) $18,591 Avg Close — Range —
Q2 2022
Shares 242,490 Value ($000) $20,345 Avg Close — Range —
Q1 2022
Shares 238,528 Value ($000) $24,175 Avg Close — Range —
Q4 2021
Shares 199,318 Value ($000) $21,506 Avg Close — Range —
Q3 2021
Shares 186,308 Value ($000) $18,344 Avg Close — Range —
Q2 2021
Shares 179,710 Value ($000) $17,696 Avg Close — Range —
Q1 2021
Shares 267,282 Value ($000) $24,288 Avg Close — Range —
Q4 2020
Shares 259,090 Value ($000) $22,290 Avg Close — Range —
Q2 2020
Shares 206,898 Value ($000) $14,481 Avg Close — Range —
Q1 2020
Shares 58,424 Value ($000) $3,359 Avg Close — Range —