ISHARES TR

Ticker: EVUS CUSIP: 46436E221 Class: ESG AWR MSCI USA

Charter Oak Capital Management, LLC's Holding History (CIK: 0001810720)

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

Q4 2025
Shares 7,794 Value ($000) $250 Avg Close — Range —
Q3 2025
Shares 7,131 Value ($000) $224 Avg Close — Range —