ISHARES TR

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

Peak Financial Management, Inc.'s Holding History (CIK: 0001669662)

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

Q4 2025
Shares 4,685 Value ($000) $653 Avg Close — Range —
Q3 2025
Shares 4,795 Value ($000) $650 Avg Close — Range —
Q2 2025
Shares 4,575 Value ($000) $580 Avg Close — Range —
Q1 2025
Shares 4,485 Value ($000) $515 Avg Close — Range —
Q4 2024
Shares 4,530 Value ($000) $551 Avg Close — Range —
Q3 2024
Shares 4,530 Value ($000) $545 Avg Close — Range —
Q2 2024
Shares 4,740 Value ($000) $533 Avg Close — Range —
Q1 2024
Shares 4,730 Value ($000) $516 Avg Close — Range —
Q4 2023
Shares 4,624 Value ($000) $465 Avg Close — Range —
Q3 2023
Shares 4,497 Value ($000) $405 Avg Close — Range —
Q2 2023
Shares 4,454 Value ($000) $417 Avg Close — Range —
Q1 2023
Shares 3,739 Value ($000) $328 Avg Close — Range —
Q4 2022
Shares 3,884 Value ($000) $320 Avg Close — Range —
Q3 2022
Shares 3,704 Value ($000) $281 Avg Close — Range —
Q2 2022
Shares 3,731 Value ($000) $301 Avg Close — Range —
Q1 2022
Shares 3,731 Value ($000) $361 Avg Close — Range —
Q4 2021
Shares 3,456 Value ($000) $367 Avg Close — Range —
Q3 2021
Shares 3,256 Value ($000) $312 Avg Close — Range —
Q2 2021
Shares 2,996 Value ($000) $286 Avg Close — Range —
Q1 2021
Shares 3,256 Value ($000) $286 Avg Close — Range —
Q4 2020
Shares 3,256 Value ($000) $268 Avg Close — Range —