DIMENSIONAL 2040 TARGET DT RTR INC INSTL

Ticker: DRIHX CUSIP: 25239Y477 Class: EQUITY FUNDS

Coston, McIsaac & Partners's Holding History (CIK: 0001945037)

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

Q4 2025
Shares 292 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 283 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 281 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 278 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 277 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 273 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 271 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 269 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 268 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 262 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 327 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 584 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 582 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 568 Value ($000) $7 Avg Close — Range —