ISHARES TR

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

BKM Wealth Management, LLC's Holding History (CIK: 0002007263)

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

Q4 2025
Shares 1,900 Value ($000) $283 Avg Close — Range —
Q3 2025
Shares 1,900 Value ($000) $277 Avg Close — Range —
Q2 2025
Shares 1,900 Value ($000) $257 Avg Close — Range —
Q1 2025
Shares 1,900 Value ($000) $232 Avg Close — Range —
Q4 2024
Shares 2,388 Value ($000) $308 Avg Close — Range —
Q3 2024
Shares 2,388 Value ($000) $301 Avg Close — Range —
Q2 2024
Shares 2,388 Value ($000) $285 Avg Close — Range —
Q1 2024
Shares 2,388 Value ($000) $275 Avg Close — Range —
Q4 2023
Shares 2,388 Value ($000) $251 Avg Close — Range —