ISHARES TR

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

PRESILIUM PRIVATE WEALTH, LLC's Holding History (CIK: 0001939831)

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

Q4 2025
Shares 26,925 Value ($000) $680 Avg Close Range
Q3 2025
Shares 26,137 Value ($000) $662 Avg Close Range
Q2 2025
Shares 24,484 Value ($000) $616 Avg Close Range
Q1 2025
Shares 23,670 Value ($000) $592 Avg Close Range
Q4 2024
Shares 23,161 Value ($000) $572 Avg Close Range
Q3 2024
Shares 20,345 Value ($000) $512 Avg Close Range
Q2 2024
Shares 20,134 Value ($000) $493 Avg Close Range
Q1 2024
Shares 19,663 Value ($000) $481 Avg Close Range
Q4 2023
Shares 16,129 Value ($000) $395 Avg Close Range
Q3 2023
Shares 18,124 Value ($000) $431 Avg Close Range