ISHARES TR

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

Keystone Wealth Services, LLC's Holding History (CIK: 0001866189)

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

Q4 2025
Shares 30,775 Value ($000) $4,585 Avg Close — Range —
Q3 2025
Shares 30,916 Value ($000) $4,501 Avg Close — Range —
Q2 2025
Shares 32,265 Value ($000) $4,365 Avg Close — Range —
Q1 2025
Shares 33,324 Value ($000) $4,062 Avg Close — Range —
Q4 2024
Shares 34,802 Value ($000) $4,483 Avg Close — Range —
Q3 2024
Shares 37,031 Value ($000) $4,673 Avg Close — Range —
Q2 2024
Shares 39,592 Value ($000) $4,724 Avg Close — Range —
Q1 2024
Shares 40,521 Value ($000) $4,658 Avg Close — Range —
Q4 2023
Shares 41,970 Value ($000) $4,403 Avg Close — Range —
Q3 2023
Shares 47,350 Value ($000) $4,447 Avg Close — Range —
Q2 2023
Shares 61,643 Value ($000) $6,008 Avg Close — Range —
Q1 2023
Shares 108,562 Value ($000) $9,819 Avg Close — Range —
Q4 2022
Shares 119,426 Value ($000) $10,121 Avg Close — Range —
Q3 2022
Shares 130,870 Value ($000) $10,392 Avg Close — Range —
Q2 2022
Shares 129,023 Value ($000) $10,825 Avg Close — Range —
Q1 2022
Shares 122,674 Value ($000) $12,433 Avg Close — Range —
Q4 2021
Shares 133,027 Value ($000) $14,354 Avg Close — Range —