ISHARES TR

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

Advisor OS, LLC's Holding History (CIK: 0001767580)

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

Q4 2025
Shares 1,717 Value ($000) $239 Avg Close — Range —
Q3 2025
Shares 1,714 Value ($000) $233 Avg Close — Range —
Q2 2025
Shares 1,711 Value ($000) $217 Avg Close — Range —
Q1 2025
Shares 2,267 Value ($000) $260 Avg Close — Range —
Q4 2024
Shares 2,790 Value ($000) $339 Avg Close — Range —
Q3 2024
Shares 3,077 Value ($000) $370 Avg Close — Range —
Q2 2024
Shares 3,026 Value ($000) $340 Avg Close — Range —
Q1 2024
Shares 3,265 Value ($000) $356 Avg Close — Range —
Q4 2023
Shares 3,425 Value ($000) $344 Avg Close — Range —
Q3 2023
Shares 4,295 Value ($000) $386 Avg Close — Range —
Q2 2023
Shares 4,085 Value ($000) $382 Avg Close — Range —