ISHARES TR

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

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 4,088 Value ($000) $389 Avg Close — Range —
Q3 2025
Shares 2,911 Value ($000) $271 Avg Close — Range —
Q2 2025
Shares 3,005 Value ($000) $268 Avg Close — Range —