ISHARES TR

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

CONSILIO WEALTH ADVISORS, LLC's Holding History (CIK: 0001908944)

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

Q4 2025
Shares 2,249 Value ($000) $313 Avg Close — Range —
Q3 2025
Shares 2,185 Value ($000) $296 Avg Close — Range —
Q2 2025
Shares 2,178 Value ($000) $274 Avg Close — Range —
Q4 2024
Shares 1,698 Value ($000) $206 Avg Close — Range —
Q3 2024
Shares 1,696 Value ($000) $204 Avg Close — Range —