ISHARES TR

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

EVERGREEN CAPITAL MANAGEMENT LLC's Holding History (CIK: 0001260824)

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

Q4 2025
Shares 13,974 Value ($000) $1,947 Avg Close — Range —
Q3 2025
Shares 14,010 Value ($000) $1,900 Avg Close — Range —
Q2 2025
Shares 14,079 Value ($000) $1,784 Avg Close — Range —
Q1 2025
Shares 14,298 Value ($000) $1,642 Avg Close — Range —
Q4 2024
Shares 14,401 Value ($000) $1,751 Avg Close — Range —
Q3 2024
Shares 14,529 Value ($000) $1,749 Avg Close — Range —
Q2 2024
Shares 14,802 Value ($000) $1,663 Avg Close — Range —
Q1 2024
Shares 14,802 Value ($000) $1,616 Avg Close — Range —
Q4 2023
Shares 14,802 Value ($000) $1,488 Avg Close — Range —
Q3 2023
Shares 14,802 Value ($000) $1,338 Avg Close — Range —
Q2 2023
Shares 14,802 Value ($000) $1,386 Avg Close — Range —