ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

JGP Wealth Management, LLC's Holding History (CIK: 0001748278)

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

Q4 2025
Shares 4,821 Value ($000) $585 Avg Close — Range —
Q3 2025
Shares 3,398 Value ($000) $400 Avg Close — Range —
Q2 2025
Shares 2,813 Value ($000) $305 Avg Close — Range —
Q1 2025
Shares 2,808 Value ($000) $269 Avg Close — Range —
Q4 2024
Shares 2,808 Value ($000) $289 Avg Close — Range —
Q3 2024
Shares 2,722 Value ($000) $276 Avg Close — Range —
Q2 2024
Shares 2,720 Value ($000) $265 Avg Close — Range —
Q1 2024
Shares 2,720 Value ($000) $255 Avg Close — Range —
Q4 2023
Shares 2,924 Value ($000) $247 Avg Close — Range —
Q3 2023
Shares 2,897 Value ($000) $218 Avg Close — Range —
Q2 2023
Shares 2,897 Value ($000) $224 Avg Close — Range —
Q1 2023
Shares 2,856 Value ($000) $204 Avg Close — Range —