ISHARES TR

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

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 2,740 Value ($000) $382 Avg Close — Range —
Q3 2025
Shares 2,651 Value ($000) $360 Avg Close — Range —
Q2 2025
Shares 2,416 Value ($000) $306 Avg Close — Range —
Q1 2025
Shares 2,241 Value ($000) $257 Avg Close — Range —
Q4 2024
Shares 2,244 Value ($000) $273 Avg Close — Range —
Q3 2024
Shares 2,302 Value ($000) $277 Avg Close — Range —
Q2 2024
Shares 2,359 Value ($000) $265 Avg Close — Range —
Q1 2024
Shares 1,983 Value ($000) $216 Avg Close — Range —