ISHARES TR

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

Advisor OS, LLC's Holding History (CIK: 0001767580)

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

Q4 2025
Shares 1,418 Value ($000) $211 Avg Close — Range —
Q4 2024
Shares 2,972 Value ($000) $383 Avg Close — Range —
Q3 2024
Shares 2,597 Value ($000) $328 Avg Close — Range —
Q2 2024
Shares 2,564 Value ($000) $306 Avg Close — Range —
Q1 2024
Shares 2,337 Value ($000) $269 Avg Close — Range —
Q4 2023
Shares 2,194 Value ($000) $230 Avg Close — Range —