ISHARES TR

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

Capasso Planning Partners LLC's Holding History (CIK: 0001911938)

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

Q4 2025
Shares 9,527 Value ($000) $223 Avg Close — Range —
Q2 2025
Shares 12,623 Value ($000) $293 Avg Close — Range —
Q1 2025
Shares 12,586 Value ($000) $290 Avg Close — Range —
Q4 2024
Shares 12,570 Value ($000) $286 Avg Close — Range —
Q3 2024
Shares 12,293 Value ($000) $292 Avg Close — Range —
Q2 2024
Shares 12,631 Value ($000) $287 Avg Close — Range —
Q1 2024
Shares 11,809 Value ($000) $271 Avg Close — Range —
Q4 2023
Shares 10,610 Value ($000) $247 Avg Close — Range —
Q2 2023
Shares 9,766 Value ($000) $222 Avg Close — Range —
Q1 2023
Shares 11,770 Value ($000) $271 Avg Close — Range —
Q4 2022
Shares 11,434 Value ($000) $255 Avg Close — Range —
Q3 2022
Shares 11,823 Value ($000) $258 Avg Close — Range —
Q2 2022
Shares 10,649 Value ($000) $247 Avg Close — Range —
Q1 2022
Shares 13,883 Value ($000) $349 Avg Close — Range —
Q4 2021
Shares 13,128 Value ($000) $358 Avg Close — Range —