ISHARES TR

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

Litman Gregory Wealth Management LLC's Holding History (CIK: 0001551867)

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

Q4 2025
Shares 3,045 Value ($000) $77 Avg Close — Range —
Q2 2025
Shares 11,606 Value ($000) $292 Avg Close — Range —
Q1 2025
Shares 11,606 Value ($000) $290 Avg Close — Range —
Q4 2024
Shares 11,606 Value ($000) $287 Avg Close — Range —
Q3 2024
Shares 22,160 Value ($000) $558 Avg Close — Range —
Q2 2024
Shares 22,760 Value ($000) $557 Avg Close — Range —
Q1 2024
Shares 32,405 Value ($000) $793 Avg Close — Range —
Q4 2023
Shares 32,405 Value ($000) $793 Avg Close — Range —
Q3 2023
Shares 32,405 Value ($000) $770 Avg Close — Range —
Q2 2023
Shares 28,205 Value ($000) $674 Avg Close — Range —
Q4 2022
Shares 27,812 Value ($000) $661 Avg Close — Range —
Q3 2022
Shares 11,137 Value ($000) $262 Avg Close — Range —