ISHARES TR

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

Abound Wealth Management's Holding History (CIK: 0001950323)

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

Q4 2025
Shares 13 Value ($000) $2 Avg Close — Range —
Q3 2025
Shares 13 Value ($000) $2 Avg Close — Range —
Q2 2025
Shares 13 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 13 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 13 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 13 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 13 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 13 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 13 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 13 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 13 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 13 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 13 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 13 Value ($000) $1 Avg Close — Range —