ISHARES TR

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

Callan Family Office, LLC's Holding History (CIK: 0001938970)

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

Q4 2025
Shares 1,969 Value ($000) $293 Avg Close — Range —
Q3 2025
Shares 1,989 Value ($000) $290 Avg Close — Range —
Q2 2025
Shares 1,814 Value ($000) $245 Avg Close — Range —
Q1 2025
Shares 1,814 Value ($000) $221 Avg Close — Range —
Q4 2024
Shares 1,806 Value ($000) $233 Avg Close — Range —
Q3 2024
Shares 1,796 Value ($000) $227 Avg Close — Range —
Q2 2024
Shares 1,734 Value ($000) $207 Avg Close — Range —