ISHARES TR

Ticker: USXF CUSIP: 46436E767 Class: ESG MSCI USA ETF

Perigon Wealth Management, LLC's Holding History (CIK: 0001575239)

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

Q4 2025
Shares 32,556 Value ($000) $1,875 Avg Close — Range —
Q3 2025
Shares 30,160 Value ($000) $1,728 Avg Close — Range —
Q2 2025
Shares 29,412 Value ($000) $1,586 Avg Close — Range —
Q1 2025
Shares 43,736 Value ($000) $2,041 Avg Close — Range —
Q4 2024
Shares 36,958 Value ($000) $1,870 Avg Close — Range —
Q3 2024
Shares 28,344 Value ($000) $1,391 Avg Close — Range —
Q2 2024
Shares 24,067 Value ($000) $1,121 Avg Close — Range —
Q1 2024
Shares 13,220 Value ($000) $597 Avg Close — Range —
Q4 2023
Shares 11,328 Value ($000) $451 Avg Close — Range —
Q3 2023
Shares 9,724 Value ($000) $337 Avg Close — Range —
Q2 2023
Shares 8,780 Value ($000) $316 Avg Close — Range —
Q1 2023
Shares 6,940 Value ($000) $230 Avg Close — Range —