ISHARES TR

Ticker: ESML CUSIP: 46435U663 Class: ESG AWARE MSCI

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

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

Q4 2025
Shares 15,712 Value ($000) $722 Avg Close — Range —
Q3 2025
Shares 13,004 Value ($000) $586 Avg Close — Range —
Q2 2025
Shares 13,079 Value ($000) $541 Avg Close — Range —
Q1 2025
Shares 13,066 Value ($000) $502 Avg Close — Range —
Q4 2024
Shares 14,009 Value ($000) $589 Avg Close — Range —
Q3 2024
Shares 13,800 Value ($000) $577 Avg Close — Range —
Q2 2024
Shares 15,204 Value ($000) $585 Avg Close — Range —
Q1 2024
Shares 15,190 Value ($000) $612 Avg Close — Range —
Q4 2023
Shares 15,048 Value ($000) $572 Avg Close — Range —
Q3 2023
Shares 14,499 Value ($000) $488 Avg Close — Range —
Q2 2023
Shares 14,642 Value ($000) $520 Avg Close — Range —
Q1 2023
Shares 14,905 Value ($000) $507 Avg Close — Range —
Q4 2022
Shares 15,089 Value ($000) $496 Avg Close — Range —