ISHARES TR

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

Destination Wealth Management's Holding History (CIK: 0001278573)

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

Q4 2025
Shares 355,309 Value ($000) $8,968 Avg Close — Range —
Q3 2025
Shares 344,840 Value ($000) $8,728 Avg Close — Range —
Q2 2025
Shares 341,472 Value ($000) $8,595 Avg Close — Range —
Q1 2025
Shares 333,853 Value ($000) $8,343 Avg Close — Range —
Q4 2024
Shares 334,971 Value ($000) $8,274 Avg Close — Range —
Q3 2024
Shares 325,644 Value ($000) $8,193 Avg Close — Range —
Q2 2024
Shares 320,900 Value ($000) $7,859 Avg Close — Range —
Q1 2024
Shares 331,269 Value ($000) $8,109 Avg Close — Range —
Q4 2023
Shares 327,872 Value ($000) $8,026 Avg Close — Range —
Q3 2023
Shares 344,238 Value ($000) $8,183 Avg Close — Range —
Q2 2023
Shares 335,699 Value ($000) $8,027 Avg Close — Range —
Q1 2023
Shares 338,651 Value ($000) $8,148 Avg Close — Range —
Q4 2022
Shares 323,889 Value ($000) $7,699 Avg Close — Range —
Q3 2022
Shares 319,884 Value ($000) $7,514 Avg Close — Range —
Q2 2022
Shares 300,705 Value ($000) $7,244 Avg Close — Range —
Q1 2022
Shares 156,417 Value ($000) $3,853 Avg Close — Range —