ISHARES TR

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

OLIO Financial Planning's Holding History (CIK: 0001906766)

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

Q4 2025
Shares 2,547 Value ($000) $355 Avg Close — Range —
Q3 2025
Shares 2,293 Value ($000) $311 Avg Close — Range —
Q2 2025
Shares 2,293 Value ($000) $291 Avg Close — Range —