ISHARES TR

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

Peak Financial Management, Inc.'s Holding History (CIK: 0001669662)

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

Q4 2025
Shares 19,760 Value ($000) $462 Avg Close — Range —
Q3 2025
Shares 19,967 Value ($000) $470 Avg Close — Range —
Q2 2025
Shares 19,535 Value ($000) $454 Avg Close — Range —
Q1 2025
Shares 18,323 Value ($000) $423 Avg Close — Range —
Q4 2024
Shares 17,863 Value ($000) $406 Avg Close — Range —
Q3 2024
Shares 17,823 Value ($000) $424 Avg Close — Range —
Q2 2024
Shares 18,383 Value ($000) $418 Avg Close — Range —
Q1 2024
Shares 18,098 Value ($000) $416 Avg Close — Range —
Q4 2023
Shares 15,158 Value ($000) $353 Avg Close — Range —
Q3 2023
Shares 14,753 Value ($000) $321 Avg Close — Range —
Q2 2023
Shares 15,015 Value ($000) $341 Avg Close — Range —
Q1 2023
Shares 12,769 Value ($000) $294 Avg Close — Range —
Q4 2022
Shares 12,794 Value ($000) $285 Avg Close — Range —
Q3 2022
Shares 15,166 Value ($000) $330 Avg Close — Range —
Q2 2022
Shares 13,045 Value ($000) $302 Avg Close — Range —
Q1 2022
Shares 13,030 Value ($000) $327 Avg Close — Range —
Q4 2021
Shares 9,075 Value ($000) $248 Avg Close — Range —
Q3 2021
Shares 7,884 Value ($000) $217 Avg Close — Range —