ISHARES TR

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

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q1 2024
Shares 234 Value ($000) $26 Avg Close — Range —
Q4 2023
Shares 180 Value ($000) $15 Avg Close — Range —
Q3 2023
Shares 214 Value ($000) $19 Avg Close — Range —
Q2 2023
Shares 204 Value ($000) $19 Avg Close — Range —
Q1 2023
Shares 195 Value ($000) $17 Avg Close — Range —
Q4 2022
Shares 180 Value ($000) $15 Avg Close — Range —
Q3 2022
Shares 152 Value ($000) $12 Avg Close — Range —
Q2 2022
Shares 142 Value ($000) $11 Avg Close — Range —