ISHARES TR

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

Refined Wealth Management's Holding History (CIK: 0001724729)

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

Q4 2025
Shares 1,812 Value ($000) $252 Avg Close — Range —
Q3 2025
Shares 1,833 Value ($000) $249 Avg Close — Range —
Q2 2025
Shares 1,833 Value ($000) $232 Avg Close — Range —
Q1 2025
Shares 1,833 Value ($000) $211 Avg Close — Range —
Q4 2024
Shares 1,833 Value ($000) $223 Avg Close — Range —
Q3 2024
Shares 1,833 Value ($000) $221 Avg Close — Range —
Q2 2024
Shares 1,833 Value ($000) $206 Avg Close — Range —
Q1 2024
Shares 1,833 Value ($000) $200 Avg Close — Range —