ISHARES TR

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

United Financial Planning Group LLC's Holding History (CIK: 0002088337)

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

Q4 2025
Shares 166 Value ($000) $16 Avg Close — Range —
Q3 2025
Shares 163 Value ($000) $15 Avg Close — Range —