ISHARES TR

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

BEACON FINANCIAL PLANNING, INC's Holding History (CIK: 0001966066)

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

Q4 2025
Shares 5,714 Value ($000) $543 Avg Close — Range —
Q3 2025
Shares 5,608 Value ($000) $521 Avg Close — Range —
Q2 2025
Shares 5,608 Value ($000) $500 Avg Close — Range —
Q1 2025
Shares 5,504 Value ($000) $450 Avg Close — Range —
Q4 2024
Shares 5,504 Value ($000) $419 Avg Close — Range —
Q3 2024
Shares 5,431 Value ($000) $457 Avg Close — Range —
Q2 2024
Shares 5,431 Value ($000) $428 Avg Close — Range —
Q1 2024
Shares 5,331 Value ($000) $426 Avg Close — Range —
Q4 2023
Shares 5,331 Value ($000) $403 Avg Close — Range —
Q3 2023
Shares 5,268 Value ($000) $364 Avg Close — Range —
Q2 2023
Shares 5,268 Value ($000) $384 Avg Close — Range —
Q1 2023
Shares 5,171 Value ($000) $372 Avg Close — Range —
Q4 2022
Shares 5,171 Value ($000) $340 Avg Close — Range —