ISHARES TR

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

Orgel Wealth Management, LLC's Holding History (CIK: 0001658535)

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

Q4 2025
Shares 57,918 Value ($000) $5,507 Avg Close — Range —
Q3 2025
Shares 57,969 Value ($000) $5,390 Avg Close — Range —
Q2 2025
Shares 57,871 Value ($000) $5,163 Avg Close — Range —
Q1 2025
Shares 99,752 Value ($000) $8,149 Avg Close — Range —
Q4 2024
Shares 113,790 Value ($000) $8,664 Avg Close — Range —
Q3 2024
Shares 106,930 Value ($000) $9,000 Avg Close — Range —
Q2 2024
Shares 106,820 Value ($000) $8,415 Avg Close — Range —
Q1 2024
Shares 74,081 Value ($000) $5,920 Avg Close — Range —
Q4 2023
Shares 72,309 Value ($000) $5,462 Avg Close — Range —
Q3 2023
Shares 71,938 Value ($000) $4,973 Avg Close — Range —
Q2 2023
Shares 71,790 Value ($000) $5,236 Avg Close — Range —
Q1 2023
Shares 71,806 Value ($000) $5,159 Avg Close — Range —
Q4 2022
Shares 113,548 Value ($000) $7,465 Avg Close — Range —
Q3 2022
Shares 9,118 Value ($000) $512 Avg Close — Range —