ISHARES TR

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

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 5,266 Value ($000) $242 Avg Close — Range —
Q3 2025
Shares 5,201 Value ($000) $234 Avg Close — Range —
Q2 2025
Shares 5,138 Value ($000) $212 Avg Close — Range —
Q1 2025
Shares 6,022 Value ($000) $231 Avg Close — Range —
Q4 2024
Shares 5,844 Value ($000) $246 Avg Close — Range —
Q3 2024
Shares 5,565 Value ($000) $233 Avg Close — Range —