ISHARES TR

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

Schwallier Wealth Management LLC's Holding History (CIK: 0001934951)

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

Q4 2025
Shares 1,721 Value ($000) $259 Avg Close — Range —
Q3 2025
Shares 1,716 Value ($000) $250 Avg Close — Range —
Q2 2025
Shares 1,711 Value ($000) $232 Avg Close — Range —