ISHARES TR

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

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Holding History (CIK: 0001510434)

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

Q4 2025
Shares 85,521 Value ($000) $2,159 Avg Close — Range —
Q3 2025
Shares 84,297 Value ($000) $2,134 Avg Close — Range —
Q2 2025
Shares 81,727 Value ($000) $2,057 Avg Close — Range —
Q1 2025
Shares 78,879 Value ($000) $1,971 Avg Close — Range —
Q4 2024
Shares 85,810 Value ($000) $2,120 Avg Close — Range —
Q3 2024
Shares 80,633 Value ($000) $2,029 Avg Close — Range —
Q2 2024
Shares 82,629 Value ($000) $2,024 Avg Close — Range —
Q1 2024
Shares 77,519 Value ($000) $1,898 Avg Close — Range —
Q4 2023
Shares 78,066 Value ($000) $1,911 Avg Close — Range —
Q3 2023
Shares 76,133 Value ($000) $1,810 Avg Close — Range —
Q2 2023
Shares 74,124 Value ($000) $1,772 Avg Close — Range —
Q1 2023
Shares 69,888 Value ($000) $1,682 Avg Close — Range —
Q4 2022
Shares 58,549 Value ($000) $1,392 Avg Close — Range —
Q3 2022
Shares 55,867 Value ($000) $1,312 Avg Close — Range —
Q2 2022
Shares 60,210 Value ($000) $1,450 Avg Close — Range —
Q1 2022
Shares 58,031 Value ($000) $1,429 Avg Close — Range —
Q4 2021
Shares 33,173 Value ($000) $851 Avg Close — Range —
Q3 2021
Shares 25,024 Value ($000) $650 Avg Close — Range —
Q2 2021
Shares 18,568 Value ($000) $484 Avg Close — Range —
Q1 2021
Shares 8,483 Value ($000) $220 Avg Close — Range —