ISHARES TR

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

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

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

Q4 2025
Shares 29,799 Value ($000) $752 Avg Close — Range —
Q3 2025
Shares 29,389 Value ($000) $744 Avg Close — Range —
Q2 2025
Shares 28,744 Value ($000) $721 Avg Close — Range —
Q1 2025
Shares 31,107 Value ($000) $777 Avg Close — Range —
Q4 2024
Shares 48,149 Value ($000) $1,189 Avg Close — Range —
Q3 2024
Shares 47,695 Value ($000) $1,200 Avg Close — Range —
Q2 2024
Shares 48,537 Value ($000) $1,189 Avg Close — Range —
Q4 2023
Shares 70,257 Value ($000) $1,721 Avg Close — Range —
Q3 2023
Shares 59,339 Value ($000) $1,410 Avg Close — Range —
Q2 2023
Shares 56,493 Value ($000) $1,351 Avg Close — Range —
Q1 2023
Shares 59,192 Value ($000) $1,424 Avg Close — Range —
Q4 2022
Shares 58,975 Value ($000) $1,402 Avg Close — Range —