ISHARES TR

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

BigSur Wealth Management LLC's Holding History (CIK: 0001659171)

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

Q4 2025
Shares 32,000 Value ($000) $4,459 Avg Close — Range —
Q3 2025
Shares 32,000 Value ($000) $4,341 Avg Close — Range —
Q2 2025
Shares 32,000 Value ($000) $4,056 Avg Close — Range —
Q1 2025
Shares 32,000 Value ($000) $3,676 Avg Close — Range —
Q4 2024
Shares 32,000 Value ($000) $3,891 Avg Close — Range —
Q3 2024
Shares 32,000 Value ($000) $3,852 Avg Close — Range —
Q2 2024
Shares 32,000 Value ($000) $3,596 Avg Close — Range —
Q1 2024
Shares 32,000 Value ($000) $3,493 Avg Close — Range —
Q4 2023
Shares 32,000 Value ($000) $3,216 Avg Close — Range —
Q3 2023
Shares 32,000 Value ($000) $2,892 Avg Close — Range —
Q2 2023
Shares 32,000 Value ($000) $2,996 Avg Close — Range —
Q1 2023
Shares 32,000 Value ($000) $2,809 Avg Close — Range —
Q4 2022
Shares 32,000 Value ($000) $2,634 Avg Close — Range —
Q3 2022
Shares 32,000 Value ($000) $2,429 Avg Close — Range —
Q2 2022
Shares 32,000 Value ($000) $2,582 Avg Close — Range —
Q1 2022
Shares 32,000 Value ($000) $3,099 Avg Close — Range —
Q4 2021
Shares 32,000 Value ($000) $3,400 Avg Close — Range —
Q3 2021
Shares 32,000 Value ($000) $3,070 Avg Close — Range —
Q2 2021
Shares 32,000 Value ($000) $3,057 Avg Close — Range —
Q1 2021
Shares 32,000 Value ($000) $2,810 Avg Close — Range —
Q4 2020
Shares 32,000 Value ($000) $2,635 Avg Close — Range —
Q3 2020
Shares 16,000 Value ($000) $2,353 Avg Close — Range —
Q2 2020
Shares 16,000 Value ($000) $2,140 Avg Close — Range —