ISHARES TR

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

Aprio Wealth Management, LLC's Holding History (CIK: 0001803519)

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

Q4 2025
Shares 33,207 Value ($000) $4,627 Avg Close — Range —
Q3 2025
Shares 17,691 Value ($000) $2,400 Avg Close — Range —
Q2 2025
Shares 17,592 Value ($000) $2,230 Avg Close — Range —
Q1 2025
Shares 17,831 Value ($000) $2,048 Avg Close — Range —
Q4 2024
Shares 17,814 Value ($000) $2,166 Avg Close — Range —
Q3 2024
Shares 15,368 Value ($000) $1,850 Avg Close — Range —
Q2 2024
Shares 15,243 Value ($000) $1,713 Avg Close — Range —
Q1 2024
Shares 15,155 Value ($000) $1,654 Avg Close — Range —
Q4 2023
Shares 15,565 Value ($000) $1,564 Avg Close — Range —
Q3 2023
Shares 14,142 Value ($000) $1,272 Avg Close — Range —
Q2 2023
Shares 13,812 Value ($000) $1,293 Avg Close — Range —
Q1 2023
Shares 14,307 Value ($000) $1,256 Avg Close — Range —
Q4 2022
Shares 11,746 Value ($000) $967 Avg Close — Range —
Q3 2022
Shares 5,739 Value ($000) $436 Avg Close — Range —