ISHARES TR

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

ZRC WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001976256)

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

Q4 2025
Shares 24,546 Value ($000) $3,657 Avg Close — Range —
Q3 2025
Shares 24,159 Value ($000) $3,518 Avg Close — Range —
Q2 2025
Shares 23,738 Value ($000) $3,212 Avg Close — Range —
Q1 2025
Shares 41,908 Value ($000) $5,109 Avg Close — Range —
Q4 2024
Shares 41,247 Value ($000) $5,313 Avg Close — Range —
Q3 2024
Shares 30,745 Value ($000) $3,879 Avg Close — Range —
Q2 2024
Shares 24,757 Value ($000) $2,954 Avg Close — Range —
Q1 2024
Shares 19,133 Value ($000) $2,199 Avg Close — Range —
Q4 2023
Shares 12,540 Value ($000) $1,178 Avg Close — Range —
Q3 2023
Shares 12,540 Value ($000) $1,178 Avg Close — Range —
Q2 2023
Shares 12,252 Value ($000) $1,194 Avg Close — Range —
Q1 2023
Shares 7,009 Value ($000) $634 Avg Close — Range —