ISHARES TR

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

SWEENEY & MICHEL, LLC's Holding History (CIK: 0001979556)

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

Q4 2025
Shares 8,922 Value ($000) $225 Avg Close — Range —
Q3 2025
Shares 8,789 Value ($000) $222 Avg Close — Range —
Q2 2025
Shares 8,522 Value ($000) $213 Avg Close — Range —
Q1 2025
Shares 8,554 Value ($000) $211 Avg Close — Range —
Q3 2024
Shares 8,131 Value ($000) $203 Avg Close — Range —