ISHARES TR

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

Meridian Financial Advisors, LLC's Holding History (CIK: 0002032629)

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

Q4 2025
Shares 4,300 Value ($000) $599 Avg Close — Range —
Q3 2025
Shares 4,300 Value ($000) $583 Avg Close — Range —
Q2 2025
Shares 4,718 Value ($000) $598 Avg Close — Range —
Q1 2025
Shares 4,918 Value ($000) $565 Avg Close — Range —
Q4 2024
Shares 5,018 Value ($000) $610 Avg Close — Range —
Q3 2024
Shares 5,468 Value ($000) $658 Avg Close — Range —
Q2 2024
Shares 5,468 Value ($000) $614 Avg Close — Range —
Q1 2024
Shares 5,668 Value ($000) $619 Avg Close — Range —
Q4 2023
Shares 6,118 Value ($000) $615 Avg Close — Range —
Q3 2023
Shares 6,068 Value ($000) $546 Avg Close — Range —
Q2 2023
Shares 6,268 Value ($000) $587 Avg Close — Range —
Q1 2023
Shares 6,368 Value ($000) $559 Avg Close — Range —
Q4 2022
Shares 7,168 Value ($000) $590 Avg Close — Range —
Q3 2022
Shares 7,768 Value ($000) $590 Avg Close — Range —
Q2 2022
Shares 8,368 Value ($000) $675 Avg Close — Range —
Q1 2022
Shares 8,543 Value ($000) $827 Avg Close — Range —
Q4 2021
Shares 8,543 Value ($000) $908 Avg Close — Range —