ISHARES TR

Ticker: EAGG CUSIP: 46435U549 Class: ESG AWR US AGRGT

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2025
Shares 43,921 Value ($000) $2,102 Avg Close Range
Q3 2025
Shares 43,804 Value ($000) $2,104 Avg Close Range
Q2 2025
Shares 44,721 Value ($000) $2,126 Avg Close Range