ISHARES TR

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

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

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

Q4 2025
Shares 3,742 Value ($000) $356 Avg Close — Range —
Q3 2025
Shares 3,747 Value ($000) $348 Avg Close — Range —
Q2 2025
Shares 3,759 Value ($000) $335 Avg Close — Range —
Q1 2025
Shares 3,759 Value ($000) $307 Avg Close — Range —
Q4 2024
Shares 3,759 Value ($000) $286 Avg Close — Range —
Q3 2024
Shares 3,725 Value ($000) $314 Avg Close — Range —
Q2 2024
Shares 3,741 Value ($000) $295 Avg Close — Range —
Q1 2024
Shares 3,767 Value ($000) $301 Avg Close — Range —
Q4 2023
Shares 3,790 Value ($000) $286 Avg Close — Range —
Q3 2023
Shares 3,790 Value ($000) $262 Avg Close — Range —
Q2 2023
Shares 3,725 Value ($000) $272 Avg Close — Range —
Q1 2023
Shares 3,762 Value ($000) $270 Avg Close — Range —
Q4 2022
Shares 3,915 Value ($000) $257 Avg Close — Range —
Q3 2022
Shares 3,915 Value ($000) $255 Avg Close — Range —
Q2 2022
Shares 5,044 Value ($000) $317 Avg Close — Range —
Q1 2022
Shares 2,716 Value ($000) $200 Avg Close — Range —
Q4 2021
Shares 2,716 Value ($000) $216 Avg Close — Range —