ISHARES TR

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

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 2,027 Value ($000) $282 Avg Close — Range —
Q3 2025
Shares 2,024 Value ($000) $275 Avg Close — Range —
Q2 2025
Shares 2,127 Value ($000) $270 Avg Close — Range —
Q1 2025
Shares 2,230 Value ($000) $256 Avg Close — Range —
Q4 2024
Shares 2,237 Value ($000) $272 Avg Close — Range —
Q3 2024
Shares 2,259 Value ($000) $272 Avg Close — Range —
Q2 2024
Shares 2,254 Value ($000) $253 Avg Close — Range —
Q1 2024
Shares 2,554 Value ($000) $279 Avg Close — Range —
Q4 2023
Shares 2,569 Value ($000) $258 Avg Close — Range —
Q3 2023
Shares 2,375 Value ($000) $214 Avg Close — Range —
Q2 2023
Shares 2,350 Value ($000) $220 Avg Close — Range —
Q1 2023
Shares 2,297 Value ($000) $202 Avg Close — Range —