ISHARES TR

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

Aprio Wealth Management, LLC's Holding History (CIK: 0001803519)

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

Q4 2025
Shares 8,646 Value ($000) $1,288 Avg Close — Range —
Q3 2025
Shares 8,134 Value ($000) $1,184 Avg Close — Range —
Q2 2025
Shares 8,121 Value ($000) $1,099 Avg Close — Range —
Q1 2025
Shares 8,146 Value ($000) $993 Avg Close — Range —
Q4 2024
Shares 1,601 Value ($000) $206 Avg Close — Range —
Q3 2024
Shares 1,596 Value ($000) $201 Avg Close — Range —
Q2 2024
Shares 1,915 Value ($000) $228 Avg Close — Range —
Q1 2024
Shares 2,122 Value ($000) $244 Avg Close — Range —
Q4 2023
Shares 3,160 Value ($000) $332 Avg Close — Range —
Q3 2023
Shares 3,555 Value ($000) $334 Avg Close — Range —
Q2 2023
Shares 2,151 Value ($000) $210 Avg Close — Range —
Q1 2023
Shares 2,388 Value ($000) $216 Avg Close — Range —