ISHARES TR

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

Level Financial Advisors, Inc.'s Holding History (CIK: 0001871734)

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

Q4 2025
Shares 34,826 Value ($000) $879 Avg Close — Range —
Q3 2025
Shares 34,529 Value ($000) $874 Avg Close — Range —
Q2 2025
Shares 36,186 Value ($000) $911 Avg Close — Range —
Q1 2025
Shares 36,980 Value ($000) $924 Avg Close — Range —
Q4 2024
Shares 37,255 Value ($000) $920 Avg Close — Range —
Q3 2024
Shares 29,191 Value ($000) $734 Avg Close — Range —
Q2 2024
Shares 30,390 Value ($000) $744 Avg Close — Range —
Q1 2024
Shares 29,920 Value ($000) $732 Avg Close — Range —
Q4 2023
Shares 28,688 Value ($000) $702 Avg Close — Range —
Q3 2023
Shares 29,622 Value ($000) $704 Avg Close — Range —
Q2 2023
Shares 45,328 Value ($000) $1,084 Avg Close — Range —
Q1 2023
Shares 48,585 Value ($000) $1,169 Avg Close — Range —
Q4 2022
Shares 49,232 Value ($000) $1,170 Avg Close — Range —
Q3 2022
Shares 39,569 Value ($000) $929 Avg Close — Range —
Q2 2022
Shares 39,994 Value ($000) $963 Avg Close — Range —
Q1 2022
Shares 41,155 Value ($000) $1,014 Avg Close — Range —
Q4 2021
Shares 31,035 Value ($000) $796 Avg Close — Range —