ISHARES TR

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

Marshall & Sterling Wealth Advisors Inc.'s Holding History (CIK: 0002056315)

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

Q4 2025
Shares 2,296 Value ($000) $54 Avg Close — Range —
Q3 2025
Shares 2,222 Value ($000) $52 Avg Close — Range —
Q2 2025
Shares 2,167 Value ($000) $50 Avg Close — Range —
Q1 2025
Shares 1,882 Value ($000) $43 Avg Close — Range —
Q4 2024
Shares 1,657 Value ($000) $38 Avg Close — Range —