ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

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

Q4 2025
Shares 56,439 Value ($000) $6,844 Avg Close — Range —
Q3 2025
Shares 86,794 Value ($000) $10,159 Avg Close — Range —
Q2 2025
Shares 94,721 Value ($000) $10,263 Avg Close — Range —
Q1 2025
Shares 111,348 Value ($000) $10,668 Avg Close — Range —
Q4 2024
Shares 135,106 Value ($000) $13,921 Avg Close — Range —
Q3 2024
Shares 168,023 Value ($000) $17,058 Avg Close — Range —
Q2 2024
Shares 175,048 Value ($000) $17,055 Avg Close — Range —
Q1 2024
Shares 181,421 Value ($000) $17,026 Avg Close — Range —
Q4 2023
Shares 2,634 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 2,626 Value ($000) $0 Avg Close — Range —