ISHARES TR

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

WealthShield Partners, LLC's Holding History (CIK: 0001729303)

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

Q4 2025
Shares 6,400 Value ($000) $892 Avg Close — Range —
Q3 2025
Shares 6,645 Value ($000) $901 Avg Close — Range —
Q2 2025
Shares 7,025 Value ($000) $890 Avg Close — Range —
Q1 2025
Shares 7,320 Value ($000) $841 Avg Close — Range —
Q4 2024
Shares 7,346 Value ($000) $893 Avg Close — Range —
Q3 2024
Shares 7,886 Value ($000) $949 Avg Close — Range —
Q2 2024
Shares 7,976 Value ($000) $896 Avg Close — Range —
Q1 2024
Shares 8,396 Value ($000) $917 Avg Close — Range —
Q4 2023
Shares 8,447 Value ($000) $849 Avg Close — Range —
Q3 2023
Shares 8,503 Value ($000) $768 Avg Close — Range —
Q2 2023
Shares 8,673 Value ($000) $812 Avg Close — Range —
Q1 2023
Shares 8,733 Value ($000) $766 Avg Close — Range —
Q4 2022
Shares 8,615 Value ($000) $709 Avg Close — Range —
Q3 2022
Shares 8,445 Value ($000) $641 Avg Close — Range —
Q2 2022
Shares 8,760 Value ($000) $707 Avg Close — Range —
Q1 2022
Shares 8,645 Value ($000) $837 Avg Close — Range —
Q3 2020
Shares 86 Value ($000) $13 Avg Close — Range —
Q2 2020
Shares 86 Value ($000) $12 Avg Close — Range —
Q1 2020
Shares 91 Value ($000) $10 Avg Close — Range —