ISHARES TR

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

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

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

Q4 2025
Shares 149,544 Value ($000) $14,220 Avg Close — Range —
Q3 2025
Shares 152,346 Value ($000) $14,165 Avg Close — Range —
Q2 2025
Shares 155,251 Value ($000) $13,851 Avg Close — Range —
Q1 2025
Shares 156,357 Value ($000) $12,773 Avg Close — Range —
Q4 2024
Shares 160,880 Value ($000) $12,249 Avg Close — Range —
Q3 2024
Shares 161,650 Value ($000) $13,606 Avg Close — Range —
Q2 2024
Shares 162,903 Value ($000) $12,833 Avg Close — Range —
Q1 2024
Shares 170,719 Value ($000) $13,642 Avg Close — Range —
Q4 2023
Shares 175,114 Value ($000) $13,228 Avg Close — Range —
Q3 2023
Shares 178,072 Value ($000) $12,310 Avg Close — Range —
Q2 2023
Shares 178,516 Value ($000) $13,019 Avg Close — Range —
Q2 2022
Shares 4,672 Value ($000) $293 Avg Close — Range —