ISHARES TR

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

Level Financial Advisors, Inc.'s Holding History (CIK: 0001871734)

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

Q4 2025
Shares 2,191 Value ($000) $326 Avg Close — Range —
Q3 2025
Shares 2,191 Value ($000) $319 Avg Close — Range —
Q2 2025
Shares 4,433 Value ($000) $600 Avg Close — Range —
Q1 2025
Shares 4,433 Value ($000) $540 Avg Close — Range —
Q4 2024
Shares 4,433 Value ($000) $571 Avg Close — Range —
Q3 2024
Shares 4,523 Value ($000) $571 Avg Close — Range —
Q2 2024
Shares 4,523 Value ($000) $540 Avg Close — Range —
Q1 2024
Shares 4,523 Value ($000) $520 Avg Close — Range —
Q4 2023
Shares 4,523 Value ($000) $475 Avg Close — Range —
Q3 2023
Shares 4,517 Value ($000) $424 Avg Close — Range —
Q2 2023
Shares 5,210 Value ($000) $508 Avg Close — Range —
Q1 2023
Shares 5,210 Value ($000) $471 Avg Close — Range —
Q4 2022
Shares 5,210 Value ($000) $442 Avg Close — Range —
Q3 2022
Shares 5,210 Value ($000) $414 Avg Close — Range —
Q2 2022
Shares 5,210 Value ($000) $437 Avg Close — Range —
Q1 2022
Shares 5,210 Value ($000) $528 Avg Close — Range —
Q4 2021
Shares 5,210 Value ($000) $562 Avg Close — Range —