ISHARES TR

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

Aprio Wealth Management, LLC's Holding History (CIK: 0001803519)

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

Q4 2025
Shares 18,870 Value ($000) $476 Avg Close — Range —
Q3 2025
Shares 26,171 Value ($000) $662 Avg Close — Range —
Q2 2025
Shares 29,794 Value ($000) $750 Avg Close — Range —
Q1 2025
Shares 31,420 Value ($000) $785 Avg Close — Range —
Q4 2024
Shares 30,834 Value ($000) $762 Avg Close — Range —
Q3 2024
Shares 30,389 Value ($000) $765 Avg Close — Range —
Q2 2024
Shares 30,349 Value ($000) $743 Avg Close — Range —
Q1 2024
Shares 40,078 Value ($000) $981 Avg Close — Range —
Q4 2023
Shares 62,720 Value ($000) $1,535 Avg Close — Range —
Q3 2023
Shares 20,515 Value ($000) $488 Avg Close — Range —
Q2 2023
Shares 19,727 Value ($000) $472 Avg Close — Range —
Q1 2023
Shares 18,997 Value ($000) $457 Avg Close — Range —