ISHARES TR

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

PANORAMIC INVESTMENT ADVISORS, LLC's Holding History (CIK: 0001967332)

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

Q4 2025
Shares 1,486 Value ($000) $207 Avg Close — Range —
Q3 2025
Shares 1,516 Value ($000) $206 Avg Close — Range —
Q2 2025
Shares 2,077 Value ($000) $263 Avg Close — Range —
Q1 2025
Shares 2,334 Value ($000) $268 Avg Close — Range —
Q4 2024
Shares 2,350 Value ($000) $286 Avg Close — Range —
Q3 2024
Shares 2,351 Value ($000) $283 Avg Close — Range —
Q1 2024
Shares 2,990 Value ($000) $326 Avg Close — Range —
Q4 2023
Shares 2,953 Value ($000) $297 Avg Close — Range —
Q3 2023
Shares 2,953 Value ($000) $266 Avg Close — Range —
Q4 2022
Shares 4,291 Value ($000) $353 Avg Close — Range —