ISHARES TR

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

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 25,754 Value ($000) $3,837 Avg Close — Range —
Q3 2025
Shares 25,768 Value ($000) $3,752 Avg Close — Range —
Q2 2025
Shares 26,103 Value ($000) $3,532 Avg Close — Range —
Q1 2025
Shares 3,298 Value ($000) $402 Avg Close — Range —
Q4 2024
Shares 3,289 Value ($000) $424 Avg Close — Range —
Q3 2024
Shares 3,153 Value ($000) $398 Avg Close — Range —
Q2 2024
Shares 3,142 Value ($000) $375 Avg Close — Range —
Q1 2024
Shares 3,134 Value ($000) $360 Avg Close — Range —
Q4 2023
Shares 3,134 Value ($000) $329 Avg Close — Range —
Q3 2023
Shares 3,134 Value ($000) $294 Avg Close — Range —
Q4 2022
Shares 15,467 Value ($000) $1,414 Avg Close — Range —
Q3 2022
Shares 14,517 Value ($000) $1,267 Avg Close — Range —
Q1 2022
Shares 32,821 Value ($000) $3,020 Avg Close — Range —