ISHARES TR

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

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 196 Value ($000) $17 Avg Close — Range —
Q3 2025
Shares 1,559 Value ($000) $130 Avg Close — Range —
Q2 2025
Shares 408 Value ($000) $31 Avg Close — Range —
Q1 2025
Shares 401 Value ($000) $29 Avg Close — Range —
Q4 2024
Shares 380 Value ($000) $27 Avg Close — Range —