ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

Orgel Wealth Management, LLC's Holding History (CIK: 0001658535)

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

Q4 2025
Shares 13,742 Value ($000) $1,666 Avg Close Range
Q3 2025
Shares 13,957 Value ($000) $1,634 Avg Close Range
Q2 2025
Shares 13,770 Value ($000) $1,492 Avg Close Range
Q1 2025
Shares 13,256 Value ($000) $1,270 Avg Close Range
Q4 2024
Shares 11,570 Value ($000) $1,192 Avg Close Range
Q3 2024
Shares 11,761 Value ($000) $1,194 Avg Close Range
Q2 2024
Shares 11,757 Value ($000) $1,145 Avg Close Range
Q1 2024
Shares 11,721 Value ($000) $1,100 Avg Close Range
Q4 2023
Shares 11,727 Value ($000) $990 Avg Close Range
Q3 2023
Shares 12,523 Value ($000) $944 Avg Close Range
Q2 2023
Shares 12,759 Value ($000) $988 Avg Close Range
Q1 2023
Shares 11,726 Value ($000) $836 Avg Close Range
Q4 2022
Shares 13,453 Value ($000) $892 Avg Close Range
Q3 2022
Shares 9,641 Value ($000) $595 Avg Close Range