ISHARES TR

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

Caliber Wealth Management, LLC / KS's Holding History (CIK: 0002067120)

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

Q4 2025
Shares 11,907 Value ($000) $1,774 Avg Close — Range —
Q3 2025
Shares 11,753 Value ($000) $1,711 Avg Close — Range —
Q2 2025
Shares 12,716 Value ($000) $1,720 Avg Close — Range —
Q1 2025
Shares 14,020 Value ($000) $1,709 Avg Close — Range —