ISHARES TR

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

Successful Portfolios LLC's Holding History (CIK: 0001721780)

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

Q1 2023
Shares 9,621 Value ($000) $870 Avg Close — Range —
Q4 2022
Shares 12,729 Value ($000) $1,079 Avg Close — Range —
Q3 2022
Shares 13,619 Value ($000) $1,081 Avg Close — Range —
Q2 2022
Shares 14,259 Value ($000) $1,196 Avg Close — Range —
Q1 2022
Shares 14,573 Value ($000) $1,477 Avg Close — Range —
Q4 2021
Shares 20,737 Value ($000) $2,238 Avg Close — Range —
Q3 2021
Shares 20,501 Value ($000) $2,019 Avg Close — Range —
Q2 2021
Shares 21,140 Value ($000) $2,082 Avg Close — Range —
Q1 2021
Shares 21,540 Value ($000) $1,957 Avg Close — Range —
Q4 2020
Shares 23,900 Value ($000) $2,056 Avg Close — Range —
Q3 2020
Shares 17,354 Value ($000) $1,323 Avg Close — Range —
Q2 2020
Shares 19,164 Value ($000) $1,341 Avg Close — Range —
Q1 2020
Shares 9,558 Value ($000) $549 Avg Close — Range —