ISHARES TR

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

Capasso Planning Partners LLC's Holding History (CIK: 0001911938)

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

Q4 2025
Shares 4,525 Value ($000) $674 Avg Close — Range —
Q3 2025
Shares 4,941 Value ($000) $719 Avg Close — Range —
Q2 2025
Shares 6,741 Value ($000) $912 Avg Close — Range —
Q1 2025
Shares 6,704 Value ($000) $817 Avg Close — Range —
Q4 2024
Shares 7,058 Value ($000) $909 Avg Close — Range —
Q3 2024
Shares 7,199 Value ($000) $908 Avg Close — Range —
Q2 2024
Shares 6,929 Value ($000) $827 Avg Close — Range —
Q1 2024
Shares 6,916 Value ($000) $795 Avg Close — Range —
Q4 2023
Shares 9,033 Value ($000) $948 Avg Close — Range —
Q3 2023
Shares 8,087 Value ($000) $759 Avg Close — Range —
Q2 2023
Shares 8,531 Value ($000) $831 Avg Close — Range —
Q1 2023
Shares 7,692 Value ($000) $696 Avg Close — Range —
Q4 2022
Shares 7,668 Value ($000) $650 Avg Close — Range —
Q3 2022
Shares 6,675 Value ($000) $530 Avg Close — Range —
Q2 2022
Shares 6,471 Value ($000) $543 Avg Close — Range —
Q1 2022
Shares 6,642 Value ($000) $673 Avg Close — Range —
Q4 2021
Shares 5,969 Value ($000) $644 Avg Close — Range —