ISHARES TR

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

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

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

Q4 2025
Shares 6,434 Value ($000) $897 Avg Close — Range —
Q3 2025
Shares 6,434 Value ($000) $873 Avg Close — Range —