ISHARES TR

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

Physician Wealth Advisors, Inc.'s Holding History (CIK: 0001795173)

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

Q4 2025
Shares 3,525 Value ($000) $335 Avg Close — Range —
Q3 2025
Shares 3,524 Value ($000) $328 Avg Close — Range —
Q2 2025
Shares 3,574 Value ($000) $319 Avg Close — Range —
Q1 2025
Shares 3,718 Value ($000) $304 Avg Close — Range —
Q4 2024
Shares 3,942 Value ($000) $300 Avg Close — Range —
Q3 2024
Shares 4,044 Value ($000) $330 Avg Close — Range —
Q2 2024
Shares 3,901 Value ($000) $318 Avg Close — Range —
Q1 2024
Shares 4,317 Value ($000) $330 Avg Close — Range —
Q4 2023
Shares 4,317 Value ($000) $321 Avg Close — Range —
Q3 2023
Shares 4,587 Value ($000) $315 Avg Close — Range —
Q2 2023
Shares 4,763 Value ($000) $347 Avg Close — Range —
Q1 2023
Shares 4,724 Value ($000) $347 Avg Close — Range —
Q4 2022
Shares 5,051 Value ($000) $361 Avg Close — Range —
Q3 2022
Shares 4,973 Value ($000) $293 Avg Close — Range —
Q2 2022
Shares 5,037 Value ($000) $334 Avg Close — Range —
Q1 2022
Shares 4,889 Value ($000) $345 Avg Close — Range —
Q4 2021
Shares 5,290 Value ($000) $421 Avg Close — Range —