ISHARES TR

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

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q4 2025
Shares 22,345 Value ($000) $523 Avg Close — Range —
Q3 2025
Shares 22,345 Value ($000) $526 Avg Close — Range —
Q2 2025
Shares 22,345 Value ($000) $519 Avg Close — Range —
Q1 2025
Shares 22,345 Value ($000) $515 Avg Close — Range —
Q4 2024
Shares 22,345 Value ($000) $508 Avg Close — Range —
Q3 2024
Shares 20,535 Value ($000) $489 Avg Close — Range —
Q2 2024
Shares 20,535 Value ($000) $467 Avg Close — Range —
Q1 2024
Shares 20,535 Value ($000) $472 Avg Close — Range —
Q4 2023
Shares 20,535 Value ($000) $478 Avg Close — Range —
Q3 2023
Shares 8,935 Value ($000) $194 Avg Close — Range —
Q2 2023
Shares 7,835 Value ($000) $178 Avg Close — Range —
Q1 2023
Shares 7,835 Value ($000) $180 Avg Close — Range —
Q4 2022
Shares 7,835 Value ($000) $175 Avg Close — Range —
Q3 2022
Shares 6,155 Value ($000) $134 Avg Close — Range —