ISHARES TR

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

Laurel Wealth Planning LLC's Holding History (CIK: 0001842010)

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

Q4 2025
Shares 72,346 Value ($000) $10,778 Avg Close — Range —
Q3 2025
Shares 73,250 Value ($000) $10,665 Avg Close — Range —
Q2 2025
Shares 75,504 Value ($000) $10,216 Avg Close — Range —
Q1 2025
Shares 80,562 Value ($000) $9,821 Avg Close — Range —
Q4 2024
Shares 87,259 Value ($000) $11 Avg Close — Range —
Q3 2024
Shares 92,675 Value ($000) $12 Avg Close — Range —
Q2 2024
Shares 98,816 Value ($000) $12 Avg Close — Range —
Q1 2024
Shares 99,299 Value ($000) $11 Avg Close — Range —
Q4 2023
Shares 95,721 Value ($000) $10 Avg Close — Range —
Q3 2023
Shares 88,042 Value ($000) $8 Avg Close — Range —
Q2 2023
Shares 82,788 Value ($000) $8 Avg Close — Range —
Q1 2023
Shares 47,035 Value ($000) $4 Avg Close — Range —
Q4 2022
Shares 55,213 Value ($000) $4,679 Avg Close — Range —
Q3 2022
Shares 47,618 Value ($000) $3,781 Avg Close — Range —
Q2 2022
Shares 35,184 Value ($000) $2,952 Avg Close — Range —
Q1 2022
Shares 27,248 Value ($000) $2,762 Avg Close — Range —
Q4 2021
Shares 3,188 Value ($000) $344 Avg Close — Range —
Q3 2021
Shares 7,533 Value ($000) $742 Avg Close — Range —
Q2 2021
Shares 9,673 Value ($000) $953 Avg Close — Range —
Q1 2021
Shares 11,210 Value ($000) $1,019 Avg Close — Range —
Q4 2020
Shares 13,566 Value ($000) $1,167 Avg Close — Range —