ISHARES TR

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

United Financial Planning Group LLC's Holding History (CIK: 0002088337)

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

Q4 2025
Shares 270 Value ($000) $40 Avg Close — Range —
Q3 2025
Shares 269 Value ($000) $39 Avg Close — Range —