ISHARES TR

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

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 243,655 Value ($000) $6,150 Avg Close — Range —
Q3 2025
Shares 219,163 Value ($000) $5,547 Avg Close — Range —
Q2 2025
Shares 204,568 Value ($000) $5,149 Avg Close — Range —
Q1 2025
Shares 196,706 Value ($000) $4,916 Avg Close — Range —
Q4 2024
Shares 187,438 Value ($000) $4,630 Avg Close — Range —
Q3 2024
Shares 181,799 Value ($000) $4,574 Avg Close — Range —
Q2 2024
Shares 177,439 Value ($000) $4,345 Avg Close — Range —
Q1 2024
Shares 181,210 Value ($000) $4,436 Avg Close — Range —
Q4 2023
Shares 170,631 Value ($000) $4,177 Avg Close — Range —
Q3 2023
Shares 168,381 Value ($000) $4,002 Avg Close — Range —
Q2 2023
Shares 167,440 Value ($000) $4,003 Avg Close — Range —
Q1 2023
Shares 166,594 Value ($000) $4,008 Avg Close — Range —
Q4 2022
Shares 154,792 Value ($000) $3,679 Avg Close — Range —
Q3 2022
Shares 160,795 Value ($000) $3,777 Avg Close — Range —
Q2 2022
Shares 152,743 Value ($000) $3,680 Avg Close — Range —
Q1 2022
Shares 123,254 Value ($000) $3,036 Avg Close — Range —
Q4 2021
Shares 116,342 Value ($000) $2,984 Avg Close — Range —
Q3 2021
Shares 77,747 Value ($000) $2,020 Avg Close — Range —
Q2 2021
Shares 77,200 Value ($000) $2,014 Avg Close — Range —
Q1 2021
Shares 57,236 Value ($000) $1,487 Avg Close — Range —
Q4 2020
Shares 52,009 Value ($000) $1,362 Avg Close — Range —