ISHARES TR

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

VERITY Wealth Advisors's Holding History (CIK: 0001763138)

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

Q4 2025
Shares 26,322 Value ($000) $664 Avg Close — Range —
Q3 2025
Shares 26,322 Value ($000) $666 Avg Close — Range —
Q2 2025
Shares 26,322 Value ($000) $663 Avg Close — Range —
Q1 2025
Shares 26,322 Value ($000) $658 Avg Close — Range —
Q4 2024
Shares 25,716 Value ($000) $635 Avg Close — Range —
Q3 2024
Shares 25,716 Value ($000) $647 Avg Close — Range —
Q2 2024
Shares 25,716 Value ($000) $630 Avg Close — Range —
Q1 2024
Shares 25,716 Value ($000) $630 Avg Close — Range —
Q4 2023
Shares 25,716 Value ($000) $630 Avg Close — Range —
Q3 2023
Shares 27,697 Value ($000) $658 Avg Close — Range —
Q2 2023
Shares 25,816 Value ($000) $617 Avg Close — Range —
Q1 2023
Shares 25,816 Value ($000) $621 Avg Close — Range —
Q4 2022
Shares 25,816 Value ($000) $614 Avg Close — Range —
Q3 2022
Shares 25,816 Value ($000) $606 Avg Close — Range —
Q2 2022
Shares 25,816 Value ($000) $622 Avg Close — Range —
Q1 2022
Shares 10,708 Value ($000) $264 Avg Close — Range —
Q4 2021
Shares 8,727 Value ($000) $224 Avg Close — Range —
Q3 2021
Shares 8,727 Value ($000) $227 Avg Close — Range —
Q2 2021
Shares 8,727 Value ($000) $227 Avg Close — Range —