ISHARES TR

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

Portland Financial Advisors Inc's Holding History (CIK: 0002054942)

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

Q4 2025
Shares 1,495 Value ($000) $208 Avg Close — Range —
Q3 2025
Shares 1,510 Value ($000) $205 Avg Close — Range —
Q4 2024
Shares 1,820 Value ($000) $221 Avg Close — Range —