ISHARES TR

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

Opal Wealth Advisors, LLC's Holding History (CIK: 0001844201)

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

Q4 2025
Shares 39,768 Value ($000) $1,004 Avg Close — Range —
Q3 2025
Shares 41,391 Value ($000) $1,048 Avg Close — Range —
Q2 2025
Shares 39,976 Value ($000) $1,006 Avg Close — Range —
Q1 2025
Shares 42,432 Value ($000) $1,060 Avg Close — Range —
Q4 2024
Shares 39,505 Value ($000) $976 Avg Close — Range —
Q3 2024
Shares 35,684 Value ($000) $898 Avg Close — Range —
Q2 2024
Shares 33,300 Value ($000) $816 Avg Close — Range —
Q1 2024
Shares 35,240 Value ($000) $863 Avg Close — Range —
Q4 2023
Shares 57,883 Value ($000) $1,417 Avg Close — Range —
Q3 2023
Shares 51,903 Value ($000) $1,234 Avg Close — Range —
Q2 2023
Shares 104,467 Value ($000) $2,498 Avg Close — Range —
Q1 2023
Shares 97,253 Value ($000) $2,340 Avg Close — Range —
Q4 2022
Shares 96,718 Value ($000) $2,299 Avg Close — Range —
Q3 2022
Shares 60,977 Value ($000) $1,432 Avg Close — Range —
Q2 2022
Shares 62,325 Value ($000) $1,501 Avg Close — Range —
Q1 2022
Shares 46,417 Value ($000) $1,143 Avg Close — Range —
Q4 2021
Shares 60,378 Value ($000) $1,549 Avg Close — Range —
Q3 2021
Shares 55,716 Value ($000) $1,448 Avg Close — Range —
Q2 2021
Shares 49,614 Value ($000) $1,292 Avg Close — Range —
Q1 2021
Shares 43,914 Value ($000) $1,141 Avg Close — Range —
Q4 2020
Shares 38,180 Value ($000) $1,000 Avg Close — Range —