ISHARES TR

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

GRAND WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001939443)

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

Q4 2025
Shares 10,261 Value ($000) $259 Avg Close — Range —
Q3 2025
Shares 10,225 Value ($000) $259 Avg Close — Range —
Q2 2025
Shares 9,810 Value ($000) $247 Avg Close — Range —
Q1 2025
Shares 9,896 Value ($000) $247 Avg Close — Range —
Q4 2024
Shares 9,896 Value ($000) $244 Avg Close — Range —
Q3 2024
Shares 9,896 Value ($000) $249 Avg Close — Range —
Q2 2024
Shares 16,544 Value ($000) $405 Avg Close — Range —
Q1 2024
Shares 36,568 Value ($000) $895 Avg Close — Range —
Q4 2023
Shares 35,462 Value ($000) $868 Avg Close — Range —
Q3 2023
Shares 36,259 Value ($000) $862 Avg Close — Range —
Q2 2023
Shares 65,568 Value ($000) $1,568 Avg Close — Range —
Q1 2023
Shares 62,056 Value ($000) $1,493 Avg Close — Range —
Q4 2022
Shares 33,059 Value ($000) $786 Avg Close — Range —
Q3 2022
Shares 44,299 Value ($000) $1,041 Avg Close — Range —
Q2 2022
Shares 72,045 Value ($000) $1,736 Avg Close — Range —
Q1 2022
Shares 65,113 Value ($000) $1,604 Avg Close — Range —
Q4 2021
Shares 71,811 Value ($000) $1,842 Avg Close — Range —