ISHARES TR

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

Archvest Wealth Advisors, Inc.'s Holding History (CIK: 0001910174)

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

Q1 2024
Shares 2,657 Value ($000) $289 Avg Close — Range —
Q4 2023
Shares 2,657 Value ($000) $267 Avg Close — Range —
Q3 2023
Shares 2,307 Value ($000) $216 Avg Close — Range —
Q2 2023
Shares 2,307 Value ($000) $216 Avg Close — Range —
Q1 2023
Shares 2,307 Value ($000) $202 Avg Close — Range —
Q3 2022
Shares 3,110 Value ($000) $236 Avg Close — Range —
Q2 2022
Shares 3,032 Value ($000) $245 Avg Close — Range —
Q1 2022
Shares 2,799 Value ($000) $271 Avg Close — Range —
Q4 2021
Shares 2,884 Value ($000) $306 Avg Close — Range —