ISHARES TR

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

Joel Adams & Associates, Inc.'s Holding History (CIK: 0002020459)

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

Q4 2025
Shares 19,195 Value ($000) $484 Avg Close — Range —
Q3 2025
Shares 15,615 Value ($000) $395 Avg Close — Range —
Q2 2025
Shares 15,601 Value ($000) $393 Avg Close — Range —
Q1 2025
Shares 15,587 Value ($000) $390 Avg Close — Range —
Q4 2024
Shares 16,258 Value ($000) $402 Avg Close — Range —