ISHARES TR

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

Invera Wealth Advisors, LLC's Holding History (CIK: 0001976780)

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

Q4 2025
Shares 42,471 Value ($000) $2,032 Avg Close — Range —
Q3 2025
Shares 42,633 Value ($000) $2,048 Avg Close — Range —
Q2 2025
Shares 40,870 Value ($000) $1,943 Avg Close — Range —
Q1 2025
Shares 38,995 Value ($000) $1,851 Avg Close — Range —
Q4 2024
Shares 36,299 Value ($000) $1,686 Avg Close — Range —
Q3 2024
Shares 31,141 Value ($000) $1,468 Avg Close — Range —
Q2 2024
Shares 26,716 Value ($000) $1,258 Avg Close — Range —
Q1 2024
Shares 22,150 Value ($000) $1,014 Avg Close — Range —
Q4 2023
Shares 16,032 Value ($000) $765 Avg Close — Range —