ISHARES TR

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

JOURNEY STRATEGIC WEALTH LLC's Holding History (CIK: 0001909316)

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

Q4 2025
Shares 25,147 Value ($000) $635 Avg Close — Range —
Q3 2025
Shares 24,148 Value ($000) $611 Avg Close — Range —
Q2 2025
Shares 21,977 Value ($000) $553 Avg Close — Range —
Q1 2025
Shares 21,861 Value ($000) $546 Avg Close — Range —
Q4 2024
Shares 20,015 Value ($000) $494 Avg Close — Range —
Q3 2024
Shares 17,053 Value ($000) $429 Avg Close — Range —
Q2 2024
Shares 12,248 Value ($000) $300 Avg Close — Range —