ISHARES TR

Ticker: XVV CUSIP: 46436E569 Class: ESG SELECT SCRE

Whitegate Investment Counselors, Inc.'s Holding History (CIK: 0001667102)

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

Q4 2025
Shares 5,277 Value ($000) $278 Avg Close — Range —
Q3 2025
Shares 5,264 Value ($000) $271 Avg Close — Range —
Q2 2025
Shares 5,326 Value ($000) $254 Avg Close — Range —