ISHARES TR

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

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 12,481 Value ($000) $315 Avg Close — Range —
Q3 2025
Shares 13,481 Value ($000) $341 Avg Close — Range —
Q2 2025
Shares 13,450 Value ($000) $339 Avg Close — Range —
Q1 2025
Shares 14,050 Value ($000) $351 Avg Close — Range —