ISHARES TR

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

TFO Wealth Partners, LLC's Holding History (CIK: 0001698750)

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

Q1 2024
Shares 171 Value ($000) $14 Avg Close — Range —
Q4 2023
Shares 252 Value ($000) $19 Avg Close — Range —
Q3 2023
Shares 90 Value ($000) $7 Avg Close — Range —
Q2 2023
Shares 90 Value ($000) $7 Avg Close — Range —
Q1 2023
Shares 90 Value ($000) $6 Avg Close — Range —
Q4 2022
Shares 261 Value ($000) $22 Avg Close — Range —