ISHARES TR

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

Apella Capital, LLC's Holding History (CIK: 0001801507)

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

Q4 2025
Shares 260,094 Value ($000) $6,565 Avg Close — Range —
Q3 2025
Shares 234,704 Value ($000) $5,952 Avg Close — Range —
Q2 2025
Shares 226,647 Value ($000) $5,671 Avg Close — Range —
Q1 2025
Shares 219,793 Value ($000) $5,453 Avg Close — Range —
Q4 2024
Shares 220,041 Value ($000) $5,435 Avg Close — Range —
Q3 2024
Shares 202,876 Value ($000) $5,094 Avg Close — Range —
Q2 2024
Shares 204,710 Value ($000) $5,024 Avg Close — Range —
Q1 2024
Shares 203,375 Value ($000) $4,958 Avg Close — Range —
Q4 2023
Shares 179,032 Value ($000) $4,367 Avg Close — Range —
Q3 2023
Shares 187,285 Value ($000) $4,452 Avg Close — Range —
Q2 2023
Shares 178,111 Value ($000) $4,259 Avg Close — Range —
Q4 2022
Shares 173,300 Value ($000) $4,119 Avg Close — Range —
Q3 2022
Shares 159,120 Value ($000) $3,738 Avg Close — Range —
Q2 2022
Shares 154,376 Value ($000) $3,719 Avg Close — Range —
Q1 2022
Shares 135,459 Value ($000) $3,336 Avg Close — Range —
Q4 2021
Shares 129,259 Value ($000) $3,315 Avg Close — Range —
Q3 2021
Shares 115,594 Value ($000) $3,000 Avg Close — Range —
Q2 2021
Shares 104,480 Value ($000) $2,721 Avg Close — Range —
Q1 2021
Shares 85,224 Value ($000) $2,214 Avg Close — Range —
Q4 2020
Shares 42,585 Value ($000) $1,115 Avg Close — Range —
Q3 2020
Shares 28,815 Value ($000) $752 Avg Close — Range —
Q2 2020
Shares 17,770 Value ($000) $462 Avg Close — Range —
Q1 2020
Shares 15,780 Value ($000) $393 Avg Close — Range —