ISHARES TR

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

Peak Financial Management, Inc.'s Holding History (CIK: 0001669662)

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

Q4 2025
Shares 8,345 Value ($000) $794 Avg Close — Range —
Q3 2025
Shares 8,397 Value ($000) $781 Avg Close — Range —
Q2 2025
Shares 8,282 Value ($000) $739 Avg Close — Range —
Q1 2025
Shares 8,146 Value ($000) $666 Avg Close — Range —
Q4 2024
Shares 8,351 Value ($000) $636 Avg Close — Range —
Q3 2024
Shares 9,137 Value ($000) $769 Avg Close — Range —
Q2 2024
Shares 9,927 Value ($000) $782 Avg Close — Range —
Q1 2024
Shares 9,907 Value ($000) $792 Avg Close — Range —
Q4 2023
Shares 9,083 Value ($000) $686 Avg Close — Range —
Q3 2023
Shares 8,658 Value ($000) $599 Avg Close — Range —
Q2 2023
Shares 8,330 Value ($000) $608 Avg Close — Range —
Q1 2023
Shares 6,976 Value ($000) $501 Avg Close — Range —
Q4 2022
Shares 7,151 Value ($000) $470 Avg Close — Range —
Q3 2022
Shares 6,852 Value ($000) $385 Avg Close — Range —
Q2 2022
Shares 6,246 Value ($000) $392 Avg Close — Range —
Q1 2022
Shares 4,686 Value ($000) $345 Avg Close — Range —
Q4 2021
Shares 3,984 Value ($000) $317 Avg Close — Range —
Q3 2021
Shares 3,954 Value ($000) $310 Avg Close — Range —
Q2 2021
Shares 3,954 Value ($000) $312 Avg Close — Range —
Q1 2021
Shares 4,040 Value ($000) $307 Avg Close — Range —
Q4 2020
Shares 3,930 Value ($000) $287 Avg Close — Range —