ISHARES TR

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

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

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

Q4 2025
Shares 89,381 Value ($000) $2,090 Avg Close — Range —
Q3 2025
Shares 83,642 Value ($000) $1,971 Avg Close — Range —
Q2 2025
Shares 83,960 Value ($000) $1,950 Avg Close — Range —
Q1 2025
Shares 79,681 Value ($000) $1,837 Avg Close — Range —
Q4 2024
Shares 68,276 Value ($000) $1,551 Avg Close — Range —
Q3 2024
Shares 68,457 Value ($000) $1,629 Avg Close — Range —
Q2 2024
Shares 66,439 Value ($000) $1,509 Avg Close — Range —
Q1 2024
Shares 66,536 Value ($000) $1,530 Avg Close — Range —
Q4 2023
Shares 56,291 Value ($000) $1,310 Avg Close — Range —
Q3 2023
Shares 55,067 Value ($000) $1,198 Avg Close — Range —
Q2 2023
Shares 49,319 Value ($000) $1,122 Avg Close — Range —
Q1 2023
Shares 49,164 Value ($000) $1,132 Avg Close — Range —
Q4 2022
Shares 37,032 Value ($000) $826 Avg Close — Range —
Q3 2022
Shares 37,145 Value ($000) $817 Avg Close — Range —
Q2 2022
Shares 36,657 Value ($000) $849 Avg Close — Range —
Q1 2022
Shares 27,841 Value ($000) $700 Avg Close — Range —
Q4 2021
Shares 31,689 Value ($000) $865 Avg Close — Range —