ISHARES TR

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

JFS WEALTH ADVISORS, LLC's Holding History (CIK: 0001568068)

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

Q4 2025
Shares 1,916 Value ($000) $267 Avg Close — Range —
Q3 2025
Shares 1,916 Value ($000) $260 Avg Close — Range —
Q2 2025
Shares 1,916 Value ($000) $243 Avg Close — Range —
Q1 2025
Shares 1,916 Value ($000) $220 Avg Close — Range —
Q4 2024
Shares 2,128 Value ($000) $259 Avg Close — Range —
Q3 2024
Shares 2,650 Value ($000) $319 Avg Close — Range —
Q2 2024
Shares 2,650 Value ($000) $298 Avg Close — Range —
Q1 2024
Shares 2,650 Value ($000) $289 Avg Close — Range —
Q4 2023
Shares 2,650 Value ($000) $266 Avg Close — Range —
Q3 2023
Shares 2,650 Value ($000) $238 Avg Close — Range —
Q2 2023
Shares 2,650 Value ($000) $248 Avg Close — Range —
Q1 2023
Shares 3,500 Value ($000) $307 Avg Close — Range —
Q4 2022
Shares 3,500 Value ($000) $288 Avg Close — Range —
Q3 2022
Shares 3,500 Value ($000) $266 Avg Close — Range —
Q2 2022
Shares 3,500 Value ($000) $282 Avg Close — Range —
Q1 2022
Shares 3,500 Value ($000) $339 Avg Close — Range —
Q4 2021
Shares 3,500 Value ($000) $372 Avg Close — Range —
Q3 2021
Shares 3,500 Value ($000) $336 Avg Close — Range —
Q2 2021
Shares 3,500 Value ($000) $334 Avg Close — Range —