ISHARES TR

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

Aprio Wealth Management, LLC's Holding History (CIK: 0001803519)

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

Q4 2025
Shares 13,374 Value ($000) $1,272 Avg Close — Range —
Q3 2025
Shares 12,956 Value ($000) $1,205 Avg Close — Range —
Q2 2025
Shares 12,849 Value ($000) $1,146 Avg Close — Range —
Q1 2025
Shares 13,319 Value ($000) $1,088 Avg Close — Range —
Q4 2024
Shares 13,566 Value ($000) $1,033 Avg Close — Range —
Q3 2024
Shares 13,354 Value ($000) $1,124 Avg Close — Range —
Q2 2024
Shares 13,278 Value ($000) $1,046 Avg Close — Range —
Q1 2024
Shares 11,087 Value ($000) $886 Avg Close — Range —
Q4 2023
Shares 10,984 Value ($000) $830 Avg Close — Range —
Q3 2023
Shares 10,930 Value ($000) $756 Avg Close — Range —
Q2 2023
Shares 10,598 Value ($000) $773 Avg Close — Range —
Q1 2023
Shares 9,991 Value ($000) $718 Avg Close — Range —
Q4 2022
Shares 5,457 Value ($000) $359 Avg Close — Range —