ISHARES TR

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

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 14,197 Value ($000) $1,350 Avg Close — Range —
Q3 2025
Shares 13,065 Value ($000) $1,215 Avg Close — Range —
Q2 2025
Shares 12,271 Value ($000) $1,095 Avg Close — Range —
Q1 2025
Shares 10,538 Value ($000) $861 Avg Close — Range —
Q4 2024
Shares 13,452 Value ($000) $1,024 Avg Close — Range —
Q3 2024
Shares 12,227 Value ($000) $1,029 Avg Close — Range —
Q2 2024
Shares 12,239 Value ($000) $964 Avg Close — Range —
Q1 2024
Shares 9,867 Value ($000) $788 Avg Close — Range —
Q4 2023
Shares 6,711 Value ($000) $507 Avg Close — Range —
Q3 2023
Shares 6,470 Value ($000) $447 Avg Close — Range —
Q2 2023
Shares 5,694 Value ($000) $415 Avg Close — Range —
Q1 2023
Shares 5,482 Value ($000) $394 Avg Close — Range —
Q4 2022
Shares 9,491 Value ($000) $624 Avg Close — Range —
Q3 2022
Shares 6,569 Value ($000) $369 Avg Close — Range —
Q2 2022
Shares 6,365 Value ($000) $399 Avg Close — Range —
Q1 2022
Shares 5,633 Value ($000) $415 Avg Close — Range —
Q4 2021
Shares 5,252 Value ($000) $417 Avg Close — Range —
Q3 2021
Shares 4,505 Value ($000) $353 Avg Close — Range —
Q2 2021
Shares 4,211 Value ($000) $335 Avg Close — Range —
Q1 2021
Shares 3,626 Value ($000) $275 Avg Close — Range —
Q4 2020
Shares 2,860 Value ($000) $209 Avg Close — Range —