ISHARES TR

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

Lifelong Wealth Advisors, Inc.'s Holding History (CIK: 0002051717)

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

Q4 2025
Shares 21,064 Value ($000) $3,138 Avg Close — Range —
Q3 2025
Shares 20,442 Value ($000) $2,976 Avg Close — Range —
Q2 2025
Shares 20,303 Value ($000) $2,747 Avg Close — Range —
Q1 2025
Shares 20,252 Value ($000) $2,469 Avg Close — Range —
Q4 2024
Shares 19,285 Value ($000) $2,484 Avg Close — Range —