ISHARES TR

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

Evergreen Private Wealth LLC's Holding History (CIK: 0002010098)

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

Q4 2025
Shares 19,802 Value ($000) $463 Avg Close Range
Q3 2025
Shares 19,215 Value ($000) $453 Avg Close Range
Q2 2025
Shares 20,460 Value ($000) $475 Avg Close Range
Q1 2025
Shares 18,161 Value ($000) $419 Avg Close Range
Q4 2024
Shares 18,167 Value ($000) $413 Avg Close Range
Q3 2024
Shares 21,275 Value ($000) $506 Avg Close Range
Q2 2024
Shares 21,308 Value ($000) $484 Avg Close Range
Q1 2024
Shares 21,745 Value ($000) $500 Avg Close Range
Q4 2023
Shares 19,782 Value ($000) $460 Avg Close Range