ISHARES TR

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

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 9,845 Value ($000) $1,372 Avg Close — Range —
Q3 2025
Shares 5,876 Value ($000) $797 Avg Close — Range —
Q2 2025
Shares 6,204 Value ($000) $786 Avg Close — Range —
Q1 2025
Shares 6,704 Value ($000) $770 Avg Close — Range —
Q4 2024
Shares 5,204 Value ($000) $633 Avg Close — Range —
Q3 2024
Shares 4,480 Value ($000) $539 Avg Close — Range —
Q2 2024
Shares 4,730 Value ($000) $532 Avg Close — Range —