ISHARES TR

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

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 1,958 Value ($000) $49 Avg Close — Range —
Q3 2025
Shares 2,048 Value ($000) $52 Avg Close — Range —
Q2 2025
Shares 3,357 Value ($000) $84 Avg Close — Range —
Q1 2025
Shares 3,358 Value ($000) $84 Avg Close — Range —
Q4 2024
Shares 4,754 Value ($000) $117 Avg Close — Range —
Q4 2022
Shares 11,111 Value ($000) $264 Avg Close — Range —
Q4 2021
Shares 13,597 Value ($000) $349 Avg Close — Range —
Q3 2021
Shares 11,897 Value ($000) $309 Avg Close — Range —
Q2 2021
Shares 14,834 Value ($000) $386 Avg Close — Range —