ISHARES TR

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

TriaGen Wealth Management LLC's Holding History (CIK: 0001843848)

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

Q4 2025
Shares 5,169 Value ($000) $720 Avg Close — Range —
Q3 2025
Shares 5,169 Value ($000) $701 Avg Close — Range —
Q2 2025
Shares 5,169 Value ($000) $655 Avg Close — Range —
Q1 2025
Shares 5,191 Value ($000) $596 Avg Close — Range —
Q4 2024
Shares 5,178 Value ($000) $630 Avg Close — Range —
Q3 2024
Shares 5,178 Value ($000) $623 Avg Close — Range —
Q2 2024
Shares 5,055 Value ($000) $568 Avg Close — Range —
Q1 2024
Shares 5,055 Value ($000) $552 Avg Close — Range —
Q4 2023
Shares 5,070 Value ($000) $510 Avg Close — Range —
Q3 2023
Shares 5,070 Value ($000) $456 Avg Close — Range —
Q2 2023
Shares 5,070 Value ($000) $475 Avg Close — Range —
Q1 2023
Shares 4,827 Value ($000) $424 Avg Close — Range —
Q4 2022
Shares 4,827 Value ($000) $397 Avg Close — Range —
Q3 2022
Shares 4,827 Value ($000) $366 Avg Close — Range —
Q2 2022
Shares 4,656 Value ($000) $376 Avg Close — Range —
Q1 2022
Shares 4,548 Value ($000) $440 Avg Close — Range —
Q4 2021
Shares 5,766 Value ($000) $613 Avg Close — Range —
Q3 2021
Shares 5,780 Value ($000) $555 Avg Close — Range —
Q2 2021
Shares 5,779 Value ($000) $568 Avg Close — Range —
Q1 2021
Shares 5,709 Value ($000) $501 Avg Close — Range —
Q4 2020
Shares 5,709 Value ($000) $470 Avg Close — Range —