ISHARES TR

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

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025
Shares 48,563 Value ($000) $1,226 Avg Close — Range —
Q3 2025
Shares 42,545 Value ($000) $1,077 Avg Close — Range —
Q2 2025
Shares 42,837 Value ($000) $1,078 Avg Close — Range —
Q1 2025
Shares 48,586 Value ($000) $1,214 Avg Close — Range —
Q4 2024
Shares 51,678 Value ($000) $1,276 Avg Close — Range —
Q3 2024
Shares 64,380 Value ($000) $1,620 Avg Close — Range —
Q2 2024
Shares 64,103 Value ($000) $1,570 Avg Close — Range —
Q1 2024
Shares 61,979 Value ($000) $1,517 Avg Close — Range —
Q4 2023
Shares 49,988 Value ($000) $1,224 Avg Close — Range —