ISHARES TR

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

KMG FIDUCIARY PARTNERS, LLC's Holding History (CIK: 0001773205)

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

Q4 2025
Shares 3,393 Value ($000) $473 Avg Close — Range —
Q3 2025
Shares 3,455 Value ($000) $469 Avg Close — Range —
Q2 2025
Shares 3,387 Value ($000) $429 Avg Close — Range —
Q1 2025
Shares 3,388 Value ($000) $389 Avg Close — Range —
Q4 2024
Shares 3,463 Value ($000) $421 Avg Close — Range —
Q3 2024
Shares 2,800 Value ($000) $337 Avg Close — Range —
Q2 2024
Shares 2,100 Value ($000) $236 Avg Close — Range —
Q1 2024
Shares 2,100 Value ($000) $229 Avg Close — Range —
Q4 2023
Shares 2,100 Value ($000) $211 Avg Close — Range —
Q1 2022
Shares 2,100 Value ($000) $203 Avg Close — Range —
Q4 2021
Shares 2,100 Value ($000) $223 Avg Close — Range —
Q3 2021
Shares 2,100 Value ($000) $201 Avg Close — Range —
Q2 2021
Shares 2,100 Value ($000) $201 Avg Close — Range —