ISHARES TR

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

Williams Financial, LLC's Holding History (CIK: 0001846923)

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

Q4 2023
Shares 35,937 Value ($000) $3,770 Avg Close — Range —
Q3 2023
Shares 36,063 Value ($000) $3,387 Avg Close — Range —
Q2 2023
Shares 51,494 Value ($000) $5,019 Avg Close — Range —
Q1 2023
Shares 69,278 Value ($000) $6,266 Avg Close — Range —
Q3 2022
Shares 147,484 Value ($000) $11,712 Avg Close — Range —
Q1 2022
Shares 131,216 Value ($000) $13,299 Avg Close — Range —
Q4 2021
Shares 118,815 Value ($000) $12,820 Avg Close — Range —
Q3 2021
Shares 107,446 Value ($000) $10,579 Avg Close — Range —
Q2 2021
Shares 84,732 Value ($000) $8,344 Avg Close — Range —
Q1 2021
Shares 96,836 Value ($000) $8,799 Avg Close — Range —
Q4 2020
Shares 101,915 Value ($000) $8,768 Avg Close — Range —