ISHARES TR

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

Wingate Wealth Advisors, Inc.'s Holding History (CIK: 0002041800)

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

Q4 2025
Shares 23,870 Value ($000) $2,270 Avg Close — Range —
Q3 2025
Shares 23,426 Value ($000) $2,178 Avg Close — Range —
Q2 2025
Shares 23,227 Value ($000) $2,072 Avg Close — Range —
Q1 2025
Shares 22,796 Value ($000) $1,862 Avg Close — Range —
Q4 2024
Shares 23,094 Value ($000) $1,758 Avg Close — Range —