ISHARES TR

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

Valeo Financial Advisors, LLC's Holding History (CIK: 0001722641)

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

Q4 2025
Shares 46,989 Value ($000) $1,186 Avg Close — Range —
Q3 2025
Shares 45,899 Value ($000) $1,162 Avg Close — Range —
Q2 2025
Shares 45,040 Value ($000) $1,134 Avg Close — Range —
Q1 2025
Shares 47,700 Value ($000) $1,192 Avg Close — Range —
Q4 2024
Shares 42,483 Value ($000) $1,049 Avg Close — Range —
Q3 2024
Shares 42,483 Value ($000) $1,069 Avg Close — Range —
Q2 2024
Shares 40,282 Value ($000) $987 Avg Close — Range —
Q1 2024
Shares 40,282 Value ($000) $977 Avg Close — Range —
Q4 2023
Shares 39,089 Value ($000) $957 Avg Close — Range —
Q3 2023
Shares 39,089 Value ($000) $929 Avg Close — Range —
Q2 2023
Shares 37,005 Value ($000) $885 Avg Close — Range —
Q1 2023
Shares 37,082 Value ($000) $892 Avg Close — Range —