ISHARES TR

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

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 56,462 Value ($000) $1,320 Avg Close — Range —
Q3 2025
Shares 14,953 Value ($000) $352 Avg Close — Range —
Q2 2025
Shares 12,990 Value ($000) $302 Avg Close — Range —