ISHARES TR

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

Omega Financial Group, LLC's Holding History (CIK: 0001767982)

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

Q4 2025
Shares 74,572 Value ($000) $1,882 Avg Close — Range —
Q3 2025
Shares 74,011 Value ($000) $1,873 Avg Close — Range —
Q2 2025
Shares 72,898 Value ($000) $1,835 Avg Close — Range —
Q1 2025
Shares 72,475 Value ($000) $1,811 Avg Close — Range —
Q4 2024
Shares 67,268 Value ($000) $1,662 Avg Close — Range —
Q3 2024
Shares 69,763 Value ($000) $1,755 Avg Close — Range —
Q2 2024
Shares 71,204 Value ($000) $1,744 Avg Close — Range —
Q1 2024
Shares 71,652 Value ($000) $1,754 Avg Close — Range —
Q4 2023
Shares 75,395 Value ($000) $1,846 Avg Close — Range —
Q3 2023
Shares 72,437 Value ($000) $1,722 Avg Close — Range —
Q2 2023
Shares 78,259 Value ($000) $1,871 Avg Close — Range —
Q1 2023
Shares 82,516 Value ($000) $1,985 Avg Close — Range —
Q4 2022
Shares 77,163 Value ($000) $1,854 Avg Close — Range —
Q3 2022
Shares 48,004 Value ($000) $1,128 Avg Close — Range —
Q2 2022
Shares 54,040 Value ($000) $1,302 Avg Close — Range —
Q1 2022
Shares 23,027 Value ($000) $567 Avg Close — Range —
Q4 2021
Shares 21,708 Value ($000) $557 Avg Close — Range —
Q3 2021
Shares 13,721 Value ($000) $356 Avg Close — Range —