ISHARES TR

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

North Berkeley Wealth Management, LLC's Holding History (CIK: 0002062383)

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

Q4 2025
Shares 3,845 Value ($000) $573 Avg Close — Range —
Q3 2025
Shares 3,845 Value ($000) $560 Avg Close — Range —
Q2 2025
Shares 3,845 Value ($000) $520 Avg Close — Range —