ISHARES TR

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

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 2,121 Value ($000) $316 Avg Close — Range —
Q3 2025
Shares 1,917 Value ($000) $279 Avg Close — Range —
Q2 2025
Shares 1,919 Value ($000) $260 Avg Close — Range —
Q1 2025
Shares 1,912 Value ($000) $233 Avg Close — Range —
Q4 2024
Shares 2,089 Value ($000) $269 Avg Close — Range —
Q3 2024
Shares 2,096 Value ($000) $264 Avg Close — Range —
Q2 2024
Shares 1,918 Value ($000) $229 Avg Close — Range —
Q1 2024
Shares 1,945 Value ($000) $224 Avg Close — Range —
Q2 2023
Shares 3,200 Value ($000) $312 Avg Close — Range —
Q1 2023
Shares 6,243 Value ($000) $565 Avg Close — Range —
Q4 2022
Shares 73,614 Value ($000) $6,239 Avg Close — Range —