ISHARES TR

Ticker: SUSC CUSIP: 46435G193 Class: ESG AWRE USD ETF

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025
Shares 49,833 Value ($000) $1,165 Avg Close — Range —
Q3 2025
Shares 43,619 Value ($000) $1,028 Avg Close — Range —
Q2 2025
Shares 43,475 Value ($000) $1,010 Avg Close — Range —
Q1 2025
Shares 48,825 Value ($000) $1,126 Avg Close — Range —
Q4 2024
Shares 51,976 Value ($000) $1,181 Avg Close — Range —
Q3 2024
Shares 24,693 Value ($000) $587 Avg Close — Range —
Q2 2024
Shares 21,532 Value ($000) $489 Avg Close — Range —
Q1 2024
Shares 11,239 Value ($000) $258 Avg Close — Range —