ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's Holding History (CIK: 0000932974)

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

Q4 2025
Shares 2,402 Value ($000) $317 Avg Close — Range —
Q3 2025
Shares 1,780 Value ($000) $226 Avg Close — Range —
Q2 2025
Shares 1,780 Value ($000) $207 Avg Close — Range —
Q1 2025
Shares 1,780 Value ($000) $175 Avg Close — Range —
Q4 2024
Shares 1,780 Value ($000) $199 Avg Close — Range —
Q3 2024
Shares 1,939 Value ($000) $213 Avg Close — Range —
Q2 2024
Shares 1,939 Value ($000) $209 Avg Close — Range —
Q1 2024
Shares 318 Value ($000) $30 Avg Close — Range —
Q4 2023
Shares 318 Value ($000) $29 Avg Close — Range —
Q1 2023
Shares 108 Value ($000) $8 Avg Close — Range —
Q3 2020
Shares 985 Value ($000) $126 Avg Close — Range —
Q2 2020
Shares 1,380 Value ($000) $163 Avg Close — Range —
Q1 2020
Shares 4,885 Value ($000) $476 Avg Close — Range —
Q4 2018
Shares 180 Value ($000) $17 Avg Close — Range —
Q4 2015
Shares 600 Value ($000) $45 Avg Close — Range —