ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q3 2025
Shares 2,050 Value ($000) $240 Avg Close — Range —
Q2 2025
Shares 2,050 Value ($000) $222 Avg Close — Range —
Q4 2024
Shares 2,050 Value ($000) $211 Avg Close — Range —