ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

BOURGEON CAPITAL MANAGEMENT LLC's Holding History (CIK: 0001088731)

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

Q4 2023
Shares 625 Value ($000) $57 Avg Close — Range —
Q3 2023
Shares 565 Value ($000) $46 Avg Close — Range —
Q2 2023
Shares 470 Value ($000) $40 Avg Close — Range —