ISHARES TR

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

Avantra Family Wealth, Inc.'s Holding History (CIK: 0001774744)

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

Q4 2025
Shares 1,865 Value ($000) $278 Avg Close — Range —
Q3 2025
Shares 1,859 Value ($000) $271 Avg Close — Range —
Q2 2025
Shares 1,781 Value ($000) $241 Avg Close — Range —
Q1 2025
Shares 1,819 Value ($000) $222 Avg Close — Range —
Q4 2024
Shares 1,815 Value ($000) $234 Avg Close — Range —