ISHARES TR

Ticker: XJH CUSIP: 46436E551 Class: ESG SELECT SCRE

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2025
Shares 14,097 Value ($000) $629 Avg Close — Range —
Q3 2025
Shares 14,131 Value ($000) $620 Avg Close — Range —
Q2 2025
Shares 14,491 Value ($000) $601 Avg Close — Range —