ISHARES TR

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

WJ Wealth Management, LLC's Holding History (CIK: 0001801674)

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

Q4 2025
Shares 2,700 Value ($000) $376 Avg Close — Range —
Q3 2025
Shares 2,700 Value ($000) $377 Avg Close — Range —
Q2 2025
Shares 5,400 Value ($000) $684 Avg Close — Range —
Q1 2025
Shares 5,400 Value ($000) $620 Avg Close — Range —
Q4 2024
Shares 5,400 Value ($000) $657 Avg Close — Range —
Q3 2024
Shares 5,400 Value ($000) $650 Avg Close — Range —
Q2 2024
Shares 5,400 Value ($000) $607 Avg Close — Range —
Q1 2024
Shares 5,400 Value ($000) $590 Avg Close — Range —
Q4 2023
Shares 5,400 Value ($000) $543 Avg Close — Range —
Q3 2023
Shares 5,844 Value ($000) $526 Avg Close — Range —
Q2 2023
Shares 6,304 Value ($000) $590 Avg Close — Range —
Q1 2023
Shares 3,152 Value ($000) $277 Avg Close — Range —
Q4 2022
Shares 6,304 Value ($000) $519 Avg Close — Range —
Q3 2022
Shares 6,304 Value ($000) $478 Avg Close — Range —
Q2 2022
Shares 6,304 Value ($000) $508 Avg Close — Range —
Q1 2022
Shares 5,364 Value ($000) $520 Avg Close — Range —
Q4 2021
Shares 48,627 Value ($000) $5,164 Avg Close — Range —
Q3 2021
Shares 48,765 Value ($000) $4,677 Avg Close — Range —
Q2 2021
Shares 5,301 Value ($000) $506 Avg Close — Range —
Q1 2021
Shares 5,110 Value ($000) $449 Avg Close — Range —
Q4 2020
Shares 4,600 Value ($000) $379 Avg Close — Range —
Q3 2020
Shares 2,725 Value ($000) $401 Avg Close — Range —