ISHARES TR

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

Joel Adams & Associates, Inc.'s Holding History (CIK: 0002020459)

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

Q4 2025
Shares 220,737 Value ($000) $10,562 Avg Close — Range —
Q3 2025
Shares 206,557 Value ($000) $9,921 Avg Close — Range —
Q2 2025
Shares 202,298 Value ($000) $9,617 Avg Close — Range —
Q1 2025
Shares 202,035 Value ($000) $9,593 Avg Close — Range —
Q4 2024
Shares 203,471 Value ($000) $9,449 Avg Close — Range —