ISHARES TR

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

Brio Consultants, LLC's Holding History (CIK: 0001747799)

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

Q4 2025
Shares 37,460 Value ($000) $3,562 Avg Close — Range —
Q3 2025
Shares 35,342 Value ($000) $3,286 Avg Close — Range —
Q2 2025
Shares 33,855 Value ($000) $3,021 Avg Close — Range —
Q1 2025
Shares 31,093 Value ($000) $2,540 Avg Close — Range —
Q4 2024
Shares 29,855 Value ($000) $2,273 Avg Close — Range —
Q3 2024
Shares 26,653 Value ($000) $2,243 Avg Close — Range —
Q2 2024
Shares 25,670 Value ($000) $2,022 Avg Close — Range —
Q1 2024
Shares 23,136 Value ($000) $1,849 Avg Close — Range —
Q4 2023
Shares 23,354 Value ($000) $1,764 Avg Close — Range —
Q3 2023
Shares 21,524 Value ($000) $1,488 Avg Close — Range —
Q2 2023
Shares 21,150 Value ($000) $1,542 Avg Close — Range —
Q1 2023
Shares 19,963 Value ($000) $1,434 Avg Close — Range —
Q4 2022
Shares 18,384 Value ($000) $1,209 Avg Close — Range —
Q3 2022
Shares 17,063 Value ($000) $992 Avg Close — Range —