ISHARES TR

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

Tolleson Wealth Management, Inc.'s Holding History (CIK: 0001772937)

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

Q4 2025
Shares 8,980 Value ($000) $756 Avg Close — Range —
Q3 2025
Shares 8,980 Value ($000) $747 Avg Close — Range —
Q2 2025
Shares 8,980 Value ($000) $681 Avg Close — Range —
Q1 2025
Shares 8,980 Value ($000) $650 Avg Close — Range —
Q4 2024
Shares 8,980 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 8,980 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 8,980 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 8,980 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 8,980 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 8,980 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 8,980 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 18,367 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 18,367 Value ($000) $1 Avg Close — Range —