ISHARES TR

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

Francis Financial, Inc.'s Holding History (CIK: 0001727514)

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

Q4 2025
Shares 414,014 Value ($000) $10,450 Avg Close — Range —
Q3 2025
Shares 410,650 Value ($000) $10,394 Avg Close — Range —
Q2 2025
Shares 393,692 Value ($000) $9,909 Avg Close — Range —
Q1 2025
Shares 403,423 Value ($000) $10,082 Avg Close — Range —
Q4 2024
Shares 362,771 Value ($000) $8,960 Avg Close — Range —
Q3 2024
Shares 364,154 Value ($000) $9,162 Avg Close — Range —
Q2 2024
Shares 365,255 Value ($000) $8,945 Avg Close — Range —
Q1 2024
Shares 388,861 Value ($000) $9,519 Avg Close — Range —
Q4 2023
Shares 471,259 Value ($000) $11,536 Avg Close — Range —
Q3 2023
Shares 473,616 Value ($000) $11,258 Avg Close — Range —
Q2 2023
Shares 447,726 Value ($000) $10,705 Avg Close — Range —
Q1 2023
Shares 405,128 Value ($000) $9,747 Avg Close — Range —
Q4 2022
Shares 61,908 Value ($000) $1,472 Avg Close — Range —
Q3 2022
Shares 39,313 Value ($000) $923 Avg Close — Range —
Q2 2022
Shares 39,313 Value ($000) $952 Avg Close — Range —