ISHARES TR

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

Private Wealth Management Group, LLC's Holding History (CIK: 0002011342)

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

Q4 2025
Shares 50,856 Value ($000) $1,189 Avg Close — Range —
Q3 2025
Shares 49,244 Value ($000) $1,160 Avg Close — Range —
Q2 2025
Shares 45,938 Value ($000) $1,067 Avg Close — Range —
Q1 2025
Shares 46,580 Value ($000) $1,074 Avg Close — Range —
Q4 2024
Shares 49,016 Value ($000) $1,114 Avg Close — Range —
Q3 2024
Shares 48,231 Value ($000) $1,147 Avg Close — Range —
Q2 2024
Shares 45,027 Value ($000) $1,023 Avg Close — Range —
Q1 2024
Shares 42,150 Value ($000) $969 Avg Close — Range —
Q4 2023
Shares 28,056 Value ($000) $653 Avg Close — Range —