ISHARES TR

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

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

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

Q4 2025
Shares 6,109 Value ($000) $154 Avg Close — Range —
Q3 2025
Shares 10,490 Value ($000) $266 Avg Close — Range —
Q2 2025
Shares 11,288 Value ($000) $284 Avg Close — Range —
Q1 2025
Shares 11,292 Value ($000) $282 Avg Close — Range —
Q4 2024
Shares 11,292 Value ($000) $279 Avg Close — Range —
Q3 2024
Shares 13,096 Value ($000) $329 Avg Close — Range —
Q2 2024
Shares 12,409 Value ($000) $304 Avg Close — Range —
Q1 2024
Shares 12,245 Value ($000) $300 Avg Close — Range —
Q4 2023
Shares 12,245 Value ($000) $300 Avg Close — Range —
Q3 2023
Shares 12,314 Value ($000) $293 Avg Close — Range —
Q2 2023
Shares 12,314 Value ($000) $294 Avg Close — Range —