ISHARES TR

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

JOURNEY STRATEGIC WEALTH LLC's Holding History (CIK: 0001909316)

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

Q4 2025
Shares 1,657 Value ($000) $231 Avg Close — Range —
Q3 2025
Shares 1,931 Value ($000) $262 Avg Close — Range —
Q2 2025
Shares 9,644 Value ($000) $1,222 Avg Close — Range —
Q1 2025
Shares 10,006 Value ($000) $1,149 Avg Close — Range —
Q4 2024
Shares 9,883 Value ($000) $1,202 Avg Close — Range —
Q3 2024
Shares 10,031 Value ($000) $1,207 Avg Close — Range —