ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

Evergreen Private Wealth LLC's Holding History (CIK: 0002010098)

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

Q4 2025
Shares 1,418 Value ($000) $172 Avg Close — Range —
Q3 2025
Shares 1,418 Value ($000) $166 Avg Close — Range —
Q2 2025
Shares 1,422 Value ($000) $154 Avg Close — Range —
Q1 2025
Shares 1,422 Value ($000) $136 Avg Close — Range —
Q4 2024
Shares 1,461 Value ($000) $151 Avg Close — Range —
Q3 2024
Shares 1,461 Value ($000) $148 Avg Close — Range —
Q2 2024
Shares 1,461 Value ($000) $142 Avg Close — Range —
Q1 2024
Shares 1,467 Value ($000) $138 Avg Close — Range —
Q4 2023
Shares 1,551 Value ($000) $131 Avg Close — Range —