ISHARES TR

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

Abound Wealth Management's Holding History (CIK: 0001950323)

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

Q4 2025
Shares 1,094 Value ($000) $163 Avg Close — Range —
Q3 2025
Shares 900 Value ($000) $131 Avg Close — Range —
Q2 2025
Shares 900 Value ($000) $122 Avg Close — Range —
Q1 2025
Shares 900 Value ($000) $110 Avg Close — Range —
Q4 2024
Shares 905 Value ($000) $117 Avg Close — Range —
Q3 2024
Shares 900 Value ($000) $114 Avg Close — Range —
Q2 2024
Shares 900 Value ($000) $107 Avg Close — Range —
Q1 2024
Shares 900 Value ($000) $103 Avg Close — Range —
Q4 2023
Shares 900 Value ($000) $94 Avg Close — Range —
Q3 2023
Shares 903 Value ($000) $85 Avg Close — Range —
Q2 2023
Shares 900 Value ($000) $88 Avg Close — Range —
Q1 2023
Shares 900 Value ($000) $81 Avg Close — Range —
Q4 2022
Shares 900 Value ($000) $76 Avg Close — Range —
Q3 2022
Shares 1,302 Value ($000) $103 Avg Close — Range —