ISHARES TR

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

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 2,062 Value ($000) $207 Avg Close — Range —
Q3 2025
Shares 2,000 Value ($000) $189 Avg Close — Range —
Q2 2025
Shares 2,000 Value ($000) $176 Avg Close — Range —
Q1 2025
Shares 1,963 Value ($000) $162 Avg Close — Range —
Q4 2024
Shares 1,963 Value ($000) $156 Avg Close — Range —
Q3 2024
Shares 1,937 Value ($000) $156 Avg Close — Range —
Q2 2024
Shares 1,937 Value ($000) $146 Avg Close — Range —
Q1 2024
Shares 1,902 Value ($000) $150 Avg Close — Range —
Q4 2023
Shares 1,901 Value ($000) $144 Avg Close — Range —
Q3 2023
Shares 1,905 Value ($000) $132 Avg Close — Range —
Q2 2023
Shares 1,933 Value ($000) $141 Avg Close — Range —
Q4 2022
Shares 928 Value ($000) $65 Avg Close — Range —