ISHARES TR

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

Brio Consultants, LLC's Holding History (CIK: 0001747799)

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

Q4 2025
Shares 126,830 Value ($000) $3,201 Avg Close — Range —
Q3 2025
Shares 117,935 Value ($000) $2,985 Avg Close — Range —
Q2 2025
Shares 109,527 Value ($000) $2,757 Avg Close — Range —
Q1 2025
Shares 115,386 Value ($000) $2,884 Avg Close — Range —
Q4 2024
Shares 106,798 Value ($000) $2,638 Avg Close — Range —
Q3 2024
Shares 96,206 Value ($000) $2,421 Avg Close — Range —
Q2 2024
Shares 88,697 Value ($000) $2,172 Avg Close — Range —
Q1 2024
Shares 77,107 Value ($000) $1,888 Avg Close — Range —
Q4 2023
Shares 77,244 Value ($000) $1,891 Avg Close — Range —
Q3 2023
Shares 67,893 Value ($000) $1,614 Avg Close — Range —
Q2 2023
Shares 53,380 Value ($000) $1,276 Avg Close — Range —
Q1 2023
Shares 49,638 Value ($000) $1,194 Avg Close — Range —
Q4 2022
Shares 45,550 Value ($000) $1,083 Avg Close — Range —
Q3 2022
Shares 41,089 Value ($000) $957 Avg Close — Range —