ISHARES TR

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

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 89,864 Value ($000) $8,545 Avg Close — Range —
Q3 2025
Shares 90,135 Value ($000) $8,381 Avg Close — Range —
Q2 2025
Shares 86,935 Value ($000) $7,756 Avg Close — Range —
Q1 2025
Shares 23,066 Value ($000) $1,884 Avg Close — Range —
Q4 2024
Shares 20,724 Value ($000) $1,578 Avg Close — Range —
Q3 2024
Shares 19,884 Value ($000) $1,674 Avg Close — Range —
Q2 2024
Shares 14,963 Value ($000) $1,179 Avg Close — Range —
Q1 2024
Shares 12,517 Value ($000) $1,000 Avg Close — Range —
Q4 2023
Shares 12,412 Value ($000) $938 Avg Close — Range —
Q3 2023
Shares 12,036 Value ($000) $832 Avg Close — Range —
Q2 2023
Shares 12,003 Value ($000) $875 Avg Close — Range —
Q1 2023
Shares 11,807 Value ($000) $848 Avg Close — Range —
Q4 2022
Shares 13,571 Value ($000) $892 Avg Close — Range —
Q3 2022
Shares 13,017 Value ($000) $731 Avg Close — Range —
Q2 2022
Shares 12,772 Value ($000) $802 Avg Close — Range —
Q1 2022
Shares 13,960 Value ($000) $1,029 Avg Close — Range —
Q4 2021
Shares 13,482 Value ($000) $1,071 Avg Close — Range —