ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 3,336 Value ($000) $404 Avg Close — Range —
Q3 2025
Shares 3,664 Value ($000) $429 Avg Close — Range —
Q2 2025
Shares 3,747 Value ($000) $406 Avg Close — Range —
Q1 2025
Shares 3,941 Value ($000) $378 Avg Close — Range —