ISHARES TR

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

Private Wealth Management Group, LLC's Holding History (CIK: 0002011342)

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

Q4 2025
Shares 2,017 Value ($000) $281 Avg Close — Range —
Q3 2025
Shares 2,017 Value ($000) $274 Avg Close — Range —
Q2 2025
Shares 2,112 Value ($000) $268 Avg Close — Range —
Q1 2025
Shares 2,092 Value ($000) $240 Avg Close — Range —
Q4 2024
Shares 2,127 Value ($000) $259 Avg Close — Range —
Q3 2024
Shares 2,157 Value ($000) $260 Avg Close — Range —
Q2 2024
Shares 2,211 Value ($000) $248 Avg Close — Range —
Q1 2024
Shares 2,211 Value ($000) $241 Avg Close — Range —
Q4 2023
Shares 2,260 Value ($000) $227 Avg Close — Range —