ISHARES TR

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

Falcon Wealth Planning's Holding History (CIK: 0001839850)

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

Q4 2025
Shares 20,306 Value ($000) $972 Avg Close — Range —
Q3 2025
Shares 20,029 Value ($000) $962 Avg Close — Range —
Q2 2025
Shares 14,438 Value ($000) $686 Avg Close — Range —
Q1 2025
Shares 11,086 Value ($000) $526 Avg Close — Range —
Q4 2024
Shares 12,442 Value ($000) $578 Avg Close — Range —
Q3 2024
Shares 11,456 Value ($000) $557 Avg Close — Range —
Q2 2024
Shares 8,122 Value ($000) $379 Avg Close — Range —
Q1 2024
Shares 7,841 Value ($000) $369 Avg Close — Range —
Q4 2023
Shares 7,133 Value ($000) $341 Avg Close — Range —
Q3 2023
Shares 9,628 Value ($000) $436 Avg Close — Range —
Q2 2023
Shares 8,647 Value ($000) $408 Avg Close — Range —
Q1 2023
Shares 4,988 Value ($000) $240 Avg Close — Range —
Q4 2022
Shares 5,078 Value ($000) $237 Avg Close — Range —