ISHARES TR

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

Caliber Wealth Management, LLC / KS's Holding History (CIK: 0002067120)

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

Q4 2025
Shares 14,235 Value ($000) $1,354 Avg Close — Range —
Q3 2025
Shares 14,117 Value ($000) $1,313 Avg Close — Range —
Q2 2025
Shares 13,946 Value ($000) $1,244 Avg Close — Range —