ISHARES TR

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

Zhang Financial LLC's Holding History (CIK: 0001776290)

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

Q4 2025
Shares 1,588 Value ($000) $221 Avg Close — Range —
Q3 2025
Shares 1,697 Value ($000) $230 Avg Close — Range —
Q2 2025
Shares 1,697 Value ($000) $215 Avg Close — Range —
Q1 2025
Shares 7,050 Value ($000) $810 Avg Close — Range —
Q4 2024
Shares 7,049 Value ($000) $857 Avg Close — Range —
Q3 2024
Shares 7,046 Value ($000) $848 Avg Close — Range —
Q1 2022
Shares 2,264 Value ($000) $219 Avg Close — Range —