ISHARES TR

Ticker: XJR CUSIP: 46436E544 Class: ESG SELECT SCREE

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

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

Q4 2025

Shares 17,562 Value ($000) $748 Avg Close — Range —

Q3 2025

Shares 16,773 Value ($000) $714 Avg Close — Range —

Q2 2025

Shares 15,699 Value ($000) $638 Avg Close — Range —

Q1 2025

Shares 13,817 Value ($000) $520 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	17,562	$748	—	—
Q3 2025	16,773	$714	—	—
Q2 2025	15,699	$638	—	—
Q1 2025	13,817	$520	—	—