ISHARES TR

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

Shira Ridge Wealth Management's Holding History (CIK: 0001961210)

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

Q4 2025
Shares 289,514 Value ($000) $40,342 Avg Close — Range —
Q3 2025
Shares 284,764 Value ($000) $38,628 Avg Close — Range —
Q2 2025
Shares 287,444 Value ($000) $36,434 Avg Close — Range —
Q1 2025
Shares 287,478 Value ($000) $33,023 Avg Close — Range —
Q4 2024
Shares 263,649 Value ($000) $32,057 Avg Close — Range —
Q3 2024
Shares 262,229 Value ($000) $31,565 Avg Close — Range —
Q2 2024
Shares 272,887 Value ($000) $30,664 Avg Close — Range —
Q1 2024
Shares 274,547 Value ($000) $29,972 Avg Close — Range —
Q4 2023
Shares 275,109 Value ($000) $27,651 Avg Close — Range —
Q3 2023
Shares 262,437 Value ($000) $23,611 Avg Close — Range —
Q2 2023
Shares 256,433 Value ($000) $24,012 Avg Close — Range —
Q1 2023
Shares 253,634 Value ($000) $22,261 Avg Close — Range —
Q4 2022
Shares 250,287 Value ($000) $20,604 Avg Close — Range —