ISHARES TR

Ticker: SDG CUSIP: 46435G532 Class: MSCI GBL SUS DEV

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 12,857 Value ($000) $1,083 Avg Close — Range —
Q3 2025
Shares 12,857 Value ($000) $1,070 Avg Close — Range —
Q2 2025
Shares 13,054 Value ($000) $990 Avg Close — Range —
Q1 2025
Shares 7,298 Value ($000) $528 Avg Close — Range —