ISHARES TR

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

Brio Consultants, LLC's Holding History (CIK: 0001747799)

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

Q4 2025
Shares 8,220 Value ($000) $692 Avg Close — Range —
Q3 2025
Shares 7,754 Value ($000) $645 Avg Close — Range —
Q2 2025
Shares 7,278 Value ($000) $552 Avg Close — Range —
Q1 2025
Shares 6,634 Value ($000) $480 Avg Close — Range —
Q4 2024
Shares 6,222 Value ($000) $445 Avg Close — Range —
Q3 2024
Shares 5,917 Value ($000) $502 Avg Close — Range —
Q2 2024
Shares 5,492 Value ($000) $412 Avg Close — Range —
Q1 2024
Shares 4,914 Value ($000) $387 Avg Close — Range —
Q4 2023
Shares 4,938 Value ($000) $400 Avg Close — Range —
Q3 2023
Shares 4,944 Value ($000) $368 Avg Close — Range —
Q2 2023
Shares 6,345 Value ($000) $502 Avg Close — Range —
Q1 2023
Shares 5,781 Value ($000) $458 Avg Close — Range —
Q4 2022
Shares 5,317 Value ($000) $420 Avg Close — Range —
Q3 2022
Shares 4,851 Value ($000) $345 Avg Close — Range —