ISHARES TR

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

Gateway Wealth Partners, LLC's Holding History (CIK: 0001966037)

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

Q4 2025
Shares 3,586 Value ($000) $534 Avg Close — Range —
Q3 2025
Shares 2,141 Value ($000) $312 Avg Close — Range —
Q2 2025
Shares 1,501 Value ($000) $203 Avg Close — Range —
Q3 2024
Shares 1,771 Value ($000) $223 Avg Close — Range —
Q1 2024
Shares 2,723 Value ($000) $313 Avg Close — Range —
Q4 2023
Shares 11,986 Value ($000) $1,258 Avg Close — Range —
Q3 2023
Shares 10,860 Value ($000) $1,020 Avg Close — Range —
Q2 2023
Shares 13,237 Value ($000) $1,290 Avg Close — Range —
Q1 2023
Shares 15,523 Value ($000) $1,404 Avg Close — Range —
Q4 2022
Shares 37,762 Value ($000) $3,200 Avg Close — Range —