ISHARES TR

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

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q4 2025
Shares 19,527 Value ($000) $493 Avg Close — Range —
Q3 2025
Shares 25,336 Value ($000) $641 Avg Close — Range —
Q2 2025
Shares 16,872 Value ($000) $425 Avg Close — Range —
Q1 2025
Shares 14,842 Value ($000) $371 Avg Close — Range —
Q4 2024
Shares 9,911 Value ($000) $245 Avg Close — Range —
Q3 2024
Shares 8,077 Value ($000) $203 Avg Close — Range —
Q2 2021
Shares 12,226 Value ($000) $318 Avg Close — Range —
Q1 2021
Shares 9,201 Value ($000) $239 Avg Close — Range —