ISHARES TR

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

Kondo Wealth Advisors, Inc.'s Holding History (CIK: 0002070929)

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

Q4 2025
Shares 82,365 Value ($000) $2,079 Avg Close — Range —
Q3 2025
Shares 102,687 Value ($000) $2,599 Avg Close — Range —
Q2 2025
Shares 106,300 Value ($000) $2,664 Avg Close — Range —
Q1 2025
Shares 133,310 Value ($000) $3,331 Avg Close — Range —
Q4 2024
Shares 150,609 Value ($000) $3,720 Avg Close — Range —