ISHARES TR

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

Keystone Financial Services's Holding History (CIK: 0001865158)

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

Q4 2025
Shares 2,982 Value ($000) $284 Avg Close — Range —
Q2 2023
Shares 4,371 Value ($000) $319 Avg Close — Range —
Q1 2023
Shares 4,363 Value ($000) $313 Avg Close — Range —
Q4 2022
Shares 4,545 Value ($000) $326 Avg Close — Range —
Q3 2022
Shares 4,724 Value ($000) $280 Avg Close — Range —
Q2 2022
Shares 4,867 Value ($000) $318 Avg Close — Range —
Q1 2022
Shares 4,695 Value ($000) $308 Avg Close — Range —
Q4 2021
Shares 8,661 Value ($000) $688 Avg Close — Range —