ISHARES TR

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

Aspen Wealth Strategies, LLC's Holding History (CIK: 0001972517)

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

Q4 2025
Shares 2,397 Value ($000) $357 Avg Close — Range —
Q3 2025
Shares 2,397 Value ($000) $349 Avg Close — Range —
Q2 2025
Shares 2,397 Value ($000) $324 Avg Close — Range —
Q1 2025
Shares 2,397 Value ($000) $292 Avg Close — Range —
Q4 2024
Shares 2,347 Value ($000) $302 Avg Close — Range —
Q3 2024
Shares 2,347 Value ($000) $296 Avg Close — Range —
Q2 2024
Shares 2,347 Value ($000) $287 Avg Close — Range —
Q1 2024
Shares 2,347 Value ($000) $270 Avg Close — Range —
Q4 2023
Shares 2,223 Value ($000) $233 Avg Close — Range —