ISHARES TR

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

Level Financial Advisors, Inc.'s Holding History (CIK: 0001871734)

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

Q4 2025
Shares 7,843 Value ($000) $746 Avg Close — Range —
Q3 2025
Shares 7,843 Value ($000) $729 Avg Close — Range —
Q2 2025
Shares 9,067 Value ($000) $809 Avg Close — Range —
Q1 2025
Shares 9,067 Value ($000) $741 Avg Close — Range —
Q4 2024
Shares 9,067 Value ($000) $690 Avg Close — Range —
Q3 2024
Shares 9,067 Value ($000) $763 Avg Close — Range —
Q2 2024
Shares 9,102 Value ($000) $717 Avg Close — Range —
Q1 2024
Shares 9,101 Value ($000) $727 Avg Close — Range —
Q4 2023
Shares 9,119 Value ($000) $689 Avg Close — Range —
Q3 2023
Shares 9,054 Value ($000) $626 Avg Close — Range —
Q2 2023
Shares 8,749 Value ($000) $638 Avg Close — Range —
Q1 2023
Shares 8,731 Value ($000) $627 Avg Close — Range —
Q4 2022
Shares 8,731 Value ($000) $574 Avg Close — Range —
Q3 2022
Shares 8,950 Value ($000) $502 Avg Close — Range —
Q2 2022
Shares 8,021 Value ($000) $503 Avg Close — Range —
Q1 2022
Shares 7,403 Value ($000) $546 Avg Close — Range —
Q4 2021
Shares 7,403 Value ($000) $588 Avg Close — Range —