ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 4,479 Value ($000) $555 Avg Close — Range —
Q3 2025
Shares 4,479 Value ($000) $527 Avg Close — Range —
Q2 2025
Shares 4,479 Value ($000) $499 Avg Close — Range —
Q1 2025
Shares 4,490 Value ($000) $430 Avg Close — Range —
Q4 2024
Shares 5,098 Value ($000) $525 Avg Close — Range —
Q3 2024
Shares 5,098 Value ($000) $518 Avg Close — Range —
Q2 2024
Shares 5,098 Value ($000) $497 Avg Close — Range —
Q1 2024
Shares 5,991 Value ($000) $562 Avg Close — Range —
Q4 2023
Shares 6,017 Value ($000) $508 Avg Close — Range —