ISHARES TR

Ticker: ESGD CUSIP: 46435G516 Class: ESG AW MSCI EAFE

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 3,146 Value ($000) $299 Avg Close — Range —
Q3 2025
Shares 3,146 Value ($000) $293 Avg Close — Range —
Q2 2025
Shares 3,146 Value ($000) $281 Avg Close — Range —
Q1 2025
Shares 3,172 Value ($000) $259 Avg Close — Range —
Q4 2024
Shares 3,172 Value ($000) $242 Avg Close — Range —
Q3 2024
Shares 3,172 Value ($000) $267 Avg Close — Range —
Q2 2024
Shares 20,999 Value ($000) $1,654 Avg Close — Range —
Q1 2024
Shares 21,064 Value ($000) $1,683 Avg Close — Range —
Q4 2023
Shares 20,987 Value ($000) $1,585 Avg Close — Range —
Q3 2023
Shares 21,653 Value ($000) $1,497 Avg Close — Range —
Q2 2023
Shares 21,653 Value ($000) $1,579 Avg Close — Range —
Q1 2023
Shares 21,653 Value ($000) $1,556 Avg Close — Range —
Q4 2022
Shares 21,653 Value ($000) $1,423 Avg Close — Range —
Q3 2022
Shares 17,418 Value ($000) $978 Avg Close — Range —
Q2 2022
Shares 12,244 Value ($000) $768 Avg Close — Range —
Q1 2022
Shares 16,487 Value ($000) $1,216 Avg Close — Range —