ISHARES TR

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

Marshall Financial Group LLC's Holding History (CIK: 0001841496)

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

Q4 2025
Shares 13,474 Value ($000) $340 Avg Close — Range —
Q3 2025
Shares 12,717 Value ($000) $322 Avg Close — Range —
Q2 2025
Shares 13,831 Value ($000) $346 Avg Close — Range —
Q1 2025
Shares 14,244 Value ($000) $356 Avg Close — Range —
Q4 2024
Shares 14,383 Value ($000) $355 Avg Close — Range —
Q3 2024
Shares 15,106 Value ($000) $380 Avg Close — Range —
Q2 2024
Shares 14,992 Value ($000) $367 Avg Close — Range —
Q1 2024
Shares 13,859 Value ($000) $339 Avg Close — Range —
Q4 2023
Shares 13,881 Value ($000) $340 Avg Close — Range —
Q3 2023
Shares 13,982 Value ($000) $332 Avg Close — Range —
Q2 2023
Shares 14,074 Value ($000) $337 Avg Close — Range —
Q1 2023
Shares 11,640 Value ($000) $280 Avg Close — Range —
Q4 2022
Shares 10,624 Value ($000) $253 Avg Close — Range —
Q3 2022
Shares 12,563 Value ($000) $295 Avg Close — Range —
Q2 2022
Shares 12,518 Value ($000) $302 Avg Close — Range —
Q1 2022
Shares 9,259 Value ($000) $228 Avg Close — Range —