ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

Values Added Financial LLC's Holding History (CIK: 0001973921)

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

Q4 2025
Shares 15,516 Value ($000) $1,882 Avg Close — Range —
Q3 2025
Shares 15,516 Value ($000) $1,816 Avg Close — Range —
Q2 2025
Shares 15,516 Value ($000) $1,681 Avg Close — Range —
Q1 2025
Shares 15,516 Value ($000) $1,487 Avg Close — Range —
Q4 2024
Shares 15,119 Value ($000) $1,558 Avg Close — Range —
Q3 2024
Shares 12,374 Value ($000) $1,256 Avg Close — Range —
Q2 2024
Shares 12,360 Value ($000) $1,204 Avg Close — Range —
Q1 2024
Shares 10,612 Value ($000) $996 Avg Close — Range —
Q4 2023
Shares 10,612 Value ($000) $895 Avg Close — Range —
Q3 2023
Shares 6,432 Value ($000) $485 Avg Close — Range —
Q2 2023
Shares 6,410 Value ($000) $496 Avg Close — Range —