ISHARES TR

Ticker: LDEM CUSIP: 46436E601 Class: ESG MSCI EM LDRS

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

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

Q4 2025
Shares 9,228 Value ($000) $536 Avg Close — Range —
Q3 2025
Shares 9,216 Value ($000) $543 Avg Close — Range —
Q2 2025
Shares 9,514 Value ($000) $513 Avg Close — Range —
Q3 2024
Shares 4,181 Value ($000) $210 Avg Close — Range —