ISHARES TR

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

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

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

Q4 2025
Shares 19,330 Value ($000) $863 Avg Close — Range —
Q3 2025
Shares 19,044 Value ($000) $835 Avg Close — Range —
Q2 2025
Shares 19,118 Value ($000) $793 Avg Close — Range —
Q1 2025
Shares 17,970 Value ($000) $702 Avg Close — Range —
Q4 2024
Shares 14,822 Value ($000) $620 Avg Close — Range —
Q3 2024
Shares 14,889 Value ($000) $630 Avg Close — Range —
Q2 2024
Shares 12,476 Value ($000) $494 Avg Close — Range —
Q1 2024
Shares 12,489 Value ($000) $513 Avg Close — Range —
Q4 2023
Shares 11,546 Value ($000) $436 Avg Close — Range —
Q3 2023
Shares 11,610 Value ($000) $393 Avg Close — Range —
Q2 2023
Shares 10,660 Value ($000) $380 Avg Close — Range —
Q1 2023
Shares 10,418 Value ($000) $354 Avg Close — Range —
Q4 2022
Shares 6,687 Value ($000) $219 Avg Close — Range —
Q3 2022
Shares 6,558 Value ($000) $222 Avg Close — Range —