ISHARES TR

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

Sage Financial Management Group, Inc.'s Holding History (CIK: 0001762086)

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

Q4 2025
Shares 1,399 Value ($000) $208 Avg Close — Range —
Q3 2025
Shares 1,399 Value ($000) $204 Avg Close — Range —