ISHARES TR

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

Evergreen Private Wealth LLC's Holding History (CIK: 0002010098)

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

Q4 2025
Shares 6,788 Value ($000) $171 Avg Close — Range —
Q3 2025
Shares 6,620 Value ($000) $168 Avg Close — Range —
Q2 2025
Shares 7,026 Value ($000) $177 Avg Close — Range —
Q1 2025
Shares 6,510 Value ($000) $163 Avg Close — Range —
Q4 2024
Shares 6,536 Value ($000) $161 Avg Close — Range —
Q3 2024
Shares 7,612 Value ($000) $192 Avg Close — Range —
Q2 2024
Shares 7,540 Value ($000) $185 Avg Close — Range —
Q1 2024
Shares 7,585 Value ($000) $186 Avg Close — Range —
Q4 2023
Shares 7,090 Value ($000) $174 Avg Close — Range —