ISHARES TR

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

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q4 2025
Shares 10,660 Value ($000) $269 Avg Close — Range —
Q3 2025
Shares 10,660 Value ($000) $270 Avg Close — Range —
Q2 2025
Shares 10,660 Value ($000) $268 Avg Close — Range —
Q1 2025
Shares 10,660 Value ($000) $266 Avg Close — Range —
Q4 2024
Shares 10,660 Value ($000) $263 Avg Close — Range —
Q3 2024
Shares 9,370 Value ($000) $236 Avg Close — Range —
Q2 2024
Shares 9,370 Value ($000) $229 Avg Close — Range —
Q1 2024
Shares 9,370 Value ($000) $229 Avg Close — Range —
Q4 2023
Shares 9,370 Value ($000) $229 Avg Close — Range —
Q3 2023
Shares 9,370 Value ($000) $223 Avg Close — Range —
Q2 2023
Shares 9,370 Value ($000) $224 Avg Close — Range —
Q1 2023
Shares 9,020 Value ($000) $217 Avg Close — Range —
Q4 2022
Shares 9,020 Value ($000) $214 Avg Close — Range —
Q3 2022
Shares 5,960 Value ($000) $140 Avg Close — Range —
Q4 2021
Shares 3,242 Value ($000) $83 Avg Close — Range —
Q3 2021
Shares 3,242 Value ($000) $84 Avg Close — Range —
Q2 2021
Shares 3,242 Value ($000) $84 Avg Close — Range —
Q1 2021
Shares 2,392 Value ($000) $62 Avg Close — Range —
Q4 2020
Shares 592 Value ($000) $15 Avg Close — Range —