ISHARES TR

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

Kelman-Lazarov, Inc.'s Holding History (CIK: 0001672067)

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

Q4 2024
Shares 10,243 Value ($000) $253 Avg Close — Range —
Q3 2024
Shares 10,243 Value ($000) $258 Avg Close — Range —
Q2 2024
Shares 10,256 Value ($000) $251 Avg Close — Range —
Q1 2024
Shares 10,381 Value ($000) $254 Avg Close — Range —
Q4 2023
Shares 9,660 Value ($000) $236 Avg Close — Range —
Q3 2023
Shares 10,960 Value ($000) $261 Avg Close — Range —
Q2 2023
Shares 10,600 Value ($000) $253 Avg Close — Range —
Q1 2023
Shares 10,012 Value ($000) $241 Avg Close — Range —
Q4 2022
Shares 9,867 Value ($000) $235 Avg Close — Range —
Q3 2022
Shares 10,468 Value ($000) $246 Avg Close — Range —
Q2 2022
Shares 10,468 Value ($000) $252 Avg Close — Range —
Q1 2022
Shares 10,822 Value ($000) $267 Avg Close — Range —
Q4 2021
Shares 10,630 Value ($000) $273 Avg Close — Range —
Q3 2021
Shares 10,524 Value ($000) $273 Avg Close — Range —
Q2 2021
Shares 8,795 Value ($000) $229 Avg Close — Range —
Q1 2021
Shares 10,927 Value ($000) $284 Avg Close — Range —