Willow Creek Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$807K	Hold	34,237	–	–	0.07%	84
2025 Q2	$795K	Sell	34,237 -626	-2%	-$14.3K	0.07%	77
2025 Q1	$804K	Buy	34,863 +879	+3%	+$20.1K	0.08%	72
2024 Q4	$772K	Buy	33,984 +1,966	+6%	+$45.5K	0.08%	72
2024 Q3	$762K	Buy	32,018 +46	+0.1%	+$1.07K	0.08%	72
2024 Q2	$726K	Buy	31,972 +1,233	+4%	+$27.9K	0.08%	71
2024 Q1	$707K	Buy	30,739 +1,305	+4%	+$29.9K	0.08%	70
2023 Q4	$685K	Buy	29,434 +23	+0.1%	+$508	0.09%	68
2023 Q3	$640K	Buy	29,411 +1,725	+6%	+$38.5K	0.1%	71
2023 Q2	$630K	Sell	27,686 -1,994	-7%	-$45.4K	0.09%	75
2023 Q1	$683K	Buy	29,680 +5,210	+21%	+$119K	0.11%	65
2022 Q4	$546K	Buy	+24,470	New	+$541K	0.09%	68