ISHARES TR

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

Oregon Pacific Wealth Management, LLC's Holding History (CIK: 0002043757)

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

Q4 2025
Shares 31,448 Value ($000) $735 Avg Close — Range —
Q3 2025
Shares 29,989 Value ($000) $707 Avg Close — Range —
Q2 2025
Shares 29,761 Value ($000) $691 Avg Close — Range —
Q1 2025
Shares 30,352 Value ($000) $700 Avg Close — Range —
Q4 2024
Shares 30,722 Value ($000) $698 Avg Close — Range —