ISHARES TR

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

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 3,739 Value ($000) $356 Avg Close — Range —
Q3 2025
Shares 3,739 Value ($000) $348 Avg Close — Range —
Q2 2025
Shares 7,292 Value ($000) $651 Avg Close — Range —
Q1 2025
Shares 7,473 Value ($000) $610 Avg Close — Range —
Q4 2024
Shares 7,352 Value ($000) $560 Avg Close — Range —
Q3 2024
Shares 7,597 Value ($000) $639 Avg Close — Range —
Q2 2024
Shares 7,597 Value ($000) $598 Avg Close — Range —
Q1 2024
Shares 7,726 Value ($000) $617 Avg Close — Range —
Q4 2023
Shares 7,726 Value ($000) $584 Avg Close — Range —
Q3 2023
Shares 7,726 Value ($000) $534 Avg Close — Range —
Q2 2023
Shares 7,726 Value ($000) $563 Avg Close — Range —
Q1 2023
Shares 7,726 Value ($000) $555 Avg Close — Range —
Q4 2022
Shares 7,726 Value ($000) $508 Avg Close — Range —
Q3 2022
Shares 7,726 Value ($000) $434 Avg Close — Range —
Q2 2022
Shares 7,726 Value ($000) $485 Avg Close — Range —
Q1 2022
Shares 7,726 Value ($000) $570 Avg Close — Range —
Q4 2021
Shares 7,726 Value ($000) $614 Avg Close — Range —
Q3 2021
Shares 7,726 Value ($000) $606 Avg Close — Range —