ISHARES TR

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

Kelman-Lazarov, Inc.'s Holding History (CIK: 0001672067)

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

Q4 2025
Shares 2,687 Value ($000) $374 Avg Close — Range —
Q3 2025
Shares 2,686 Value ($000) $364 Avg Close — Range —
Q2 2025
Shares 2,723 Value ($000) $345 Avg Close — Range —
Q1 2025
Shares 2,723 Value ($000) $313 Avg Close — Range —
Q4 2024
Shares 1,735 Value ($000) $211 Avg Close — Range —
Q3 2024
Shares 1,735 Value ($000) $209 Avg Close — Range —
Q2 2024
Shares 2,266 Value ($000) $255 Avg Close — Range —
Q1 2024
Shares 2,327 Value ($000) $254 Avg Close — Range —
Q4 2023
Shares 2,377 Value ($000) $239 Avg Close — Range —
Q3 2023
Shares 2,389 Value ($000) $215 Avg Close — Range —
Q2 2023
Shares 2,390 Value ($000) $224 Avg Close — Range —
Q1 2023
Shares 2,403 Value ($000) $211 Avg Close — Range —
Q3 2022
Shares 3,267 Value ($000) $248 Avg Close — Range —
Q2 2022
Shares 3,659 Value ($000) $295 Avg Close — Range —
Q1 2022
Shares 3,107 Value ($000) $301 Avg Close — Range —
Q4 2021
Shares 2,955 Value ($000) $314 Avg Close — Range —
Q3 2021
Shares 3,181 Value ($000) $305 Avg Close — Range —
Q2 2021
Shares 2,163 Value ($000) $207 Avg Close — Range —