ISHARES TR

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

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

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

Q4 2025
Shares 480,687 Value ($000) $12,133 Avg Close — Range —
Q3 2025
Shares 485,061 Value ($000) $12,277 Avg Close — Range —
Q2 2025
Shares 497,791 Value ($000) $12,529 Avg Close — Range —
Q1 2025
Shares 498,663 Value ($000) $12,462 Avg Close — Range —
Q4 2024
Shares 498,478 Value ($000) $12,312 Avg Close — Range —
Q3 2024
Shares 497,419 Value ($000) $12,515 Avg Close — Range —
Q2 2024
Shares 422,730 Value ($000) $10,353 Avg Close — Range —
Q1 2024
Shares 443,285 Value ($000) $10,852 Avg Close — Range —
Q4 2023
Shares 431,526 Value ($000) $10,564 Avg Close — Range —
Q3 2023
Shares 408,859 Value ($000) $9,719 Avg Close — Range —
Q2 2023
Shares 400,242 Value ($000) $9,570 Avg Close — Range —
Q1 2023
Shares 15,195 Value ($000) $366 Avg Close — Range —
Q4 2022
Shares 16,185 Value ($000) $385 Avg Close — Range —
Q3 2022
Shares 11,313 Value ($000) $266 Avg Close — Range —
Q2 2022
Shares 11,313 Value ($000) $273 Avg Close — Range —
Q1 2022
Shares 11,313 Value ($000) $279 Avg Close — Range —
Q4 2021
Shares 11,313 Value ($000) $290 Avg Close — Range —