ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 16,986 Value ($000) $2,060 Avg Close Range
Q3 2025
Shares 14,403 Value ($000) $1,686 Avg Close Range
Q2 2025
Shares 6,053 Value ($000) $656 Avg Close Range
Q1 2025
Shares 6,095 Value ($000) $584 Avg Close Range
Q4 2024
Shares 3,094 Value ($000) $319 Avg Close Range
Q3 2024
Shares 3,235 Value ($000) $328 Avg Close Range
Q2 2024
Shares 2,843 Value ($000) $277 Avg Close Range