ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 14,322 Value ($000) $361 Avg Close — Range —
Q3 2025
Shares 14,836 Value ($000) $375 Avg Close — Range —
Q2 2025
Shares 14,226 Value ($000) $358 Avg Close — Range —
Q1 2025
Shares 22,096 Value ($000) $552 Avg Close — Range —
Q4 2024
Shares 21,657 Value ($000) $535 Avg Close — Range —
Q3 2024
Shares 21,657 Value ($000) $545 Avg Close — Range —
Q2 2024
Shares 20,851 Value ($000) $511 Avg Close — Range —
Q1 2024
Shares 22,247 Value ($000) $545 Avg Close — Range —
Q4 2023
Shares 21,488 Value ($000) $526 Avg Close — Range —
Q3 2023
Shares 21,542 Value ($000) $512 Avg Close — Range —
Q2 2023
Shares 35,614 Value ($000) $852 Avg Close — Range —
Q1 2023
Shares 48,125 Value ($000) $1,158 Avg Close — Range —
Q4 2022
Shares 46,629 Value ($000) $1,108 Avg Close — Range —
Q3 2022
Shares 37,303 Value ($000) $876 Avg Close — Range —
Q2 2022
Shares 44,169 Value ($000) $1,064 Avg Close — Range —
Q1 2022
Shares 43,633 Value ($000) $1,075 Avg Close — Range —