ISHARES TR

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

ATTICUS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001800234)

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

Q4 2025
Shares 2,015 Value ($000) $300 Avg Close — Range —
Q3 2025
Shares 2,008 Value ($000) $292 Avg Close — Range —
Q2 2025
Shares 2,353 Value ($000) $318 Avg Close — Range —
Q1 2025
Shares 2,191 Value ($000) $267 Avg Close — Range —
Q4 2024
Shares 2,126 Value ($000) $274 Avg Close — Range —
Q3 2024
Shares 2,126 Value ($000) $268 Avg Close — Range —
Q2 2024
Shares 2,126 Value ($000) $254 Avg Close — Range —
Q1 2024
Shares 2,479 Value ($000) $285 Avg Close — Range —
Q4 2023
Shares 2,479 Value ($000) $260 Avg Close — Range —
Q3 2023
Shares 2,479 Value ($000) $233 Avg Close — Range —
Q2 2023
Shares 2,479 Value ($000) $242 Avg Close — Range —