ISHARES TR

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

Bernard Wealth Management Corp.'s Holding History (CIK: 0002056313)

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

Q4 2025
Shares 140 Value ($000) $21 Avg Close — Range —
Q3 2025
Shares 140 Value ($000) $20 Avg Close — Range —
Q2 2025
Shares 140 Value ($000) $19 Avg Close — Range —
Q1 2025
Shares 140 Value ($000) $17 Avg Close — Range —
Q4 2024
Shares 140 Value ($000) $18 Avg Close — Range —