ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

JONES FINANCIAL COMPANIES LLLP's Holding History (CIK: 0000815917)

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

Q4 2025
Shares 33,269 Value ($000) $4,636 Avg Close — Range —
Q3 2025
Shares 29,907 Value ($000) $4,033 Avg Close — Range —
Q2 2025
Shares 27,974 Value ($000) $3,525 Avg Close — Range —
Q1 2025
Shares 25,584 Value ($000) $2,921 Avg Close — Range —
Q4 2024
Shares 15,331 Value ($000) $1,864 Avg Close — Range —
Q3 2024
Shares 9,566 Value ($000) $1,148 Avg Close — Range —
Q2 2024
Shares 3,146 Value ($000) $354 Avg Close — Range —
Q1 2024
Shares 1,948 Value ($000) $213 Avg Close — Range —
Q4 2023
Shares 2,454 Value ($000) $247 Avg Close — Range —
Q3 2023
Shares 184 Value ($000) $17 Avg Close — Range —
Q2 2023
Shares 184 Value ($000) $17 Avg Close — Range —