ISHARES TR

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

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 9,912 Value ($000) $1,498 Avg Close — Range —
Q3 2025
Shares 9,620 Value ($000) $1,405 Avg Close — Range —
Q2 2025
Shares 9,736 Value ($000) $1,346 Avg Close — Range —
Q1 2025
Shares 11,367 Value ($000) $1,386 Avg Close — Range —
Q4 2024
Shares 12,292 Value ($000) $1,583 Avg Close — Range —
Q3 2024
Shares 13,489 Value ($000) $1,702 Avg Close — Range —
Q2 2024
Shares 13,220 Value ($000) $1,577 Avg Close — Range —
Q1 2024
Shares 15,133 Value ($000) $1,740 Avg Close — Range —
Q4 2023
Shares 23,663 Value ($000) $2,483 Avg Close — Range —