ISHARES TR

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

DIVERSIFY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002030780)

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

Q4 2025
Shares 5,535 Value ($000) $837 Avg Close — Range —
Q2 2025
Shares 2,033 Value ($000) $286 Avg Close — Range —
Q1 2025
Shares 2,135 Value ($000) $258 Avg Close — Range —