ISHARES TR

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

North Berkeley Wealth Management, LLC's Holding History (CIK: 0002062383)

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

Q4 2025
Shares 4,671 Value ($000) $444 Avg Close — Range —
Q3 2025
Shares 4,729 Value ($000) $440 Avg Close — Range —
Q2 2025
Shares 5,690 Value ($000) $508 Avg Close — Range —
Q1 2025
Shares 5,522 Value ($000) $451 Avg Close — Range —
Q4 2024
Shares 6,233 Value ($000) $475 Avg Close — Range —