ISHARES TR

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

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

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

Q4 2025
Shares 2,694 Value ($000) $375 Avg Close — Range —
Q3 2025
Shares 2,694 Value ($000) $365 Avg Close — Range —
Q2 2025
Shares 2,694 Value ($000) $341 Avg Close — Range —
Q1 2025
Shares 2,694 Value ($000) $309 Avg Close — Range —
Q4 2024
Shares 2,694 Value ($000) $328 Avg Close — Range —
Q3 2024
Shares 2,694 Value ($000) $324 Avg Close — Range —
Q2 2024
Shares 2,694 Value ($000) $303 Avg Close — Range —
Q1 2024
Shares 2,694 Value ($000) $294 Avg Close — Range —
Q4 2023
Shares 2,694 Value ($000) $271 Avg Close — Range —
Q3 2023
Shares 2,694 Value ($000) $242 Avg Close — Range —
Q2 2023
Shares 2,194 Value ($000) $205 Avg Close — Range —
Q1 2022
Shares 2,194 Value ($000) $212 Avg Close — Range —
Q4 2021
Shares 2,194 Value ($000) $233 Avg Close — Range —
Q3 2021
Shares 2,194 Value ($000) $211 Avg Close — Range —
Q2 2021
Shares 2,194 Value ($000) $210 Avg Close — Range —