ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

WBH ADVISORY INC's Holding History (CIK: 0001259671)

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

Q4 2025
Shares 3,323 Value ($000) $428 Avg Close — Range —
Q3 2025
Shares 3,305 Value ($000) $416 Avg Close — Range —
Q2 2025
Shares 3,359 Value ($000) $390 Avg Close — Range —
Q1 2025
Shares 3,319 Value ($000) $340 Avg Close — Range —
Q4 2024
Shares 3,106 Value ($000) $342 Avg Close — Range —
Q3 2024
Shares 3,394 Value ($000) $369 Avg Close — Range —
Q2 2024
Shares 3,754 Value ($000) $390 Avg Close — Range —
Q1 2024
Shares 3,694 Value ($000) $372 Avg Close — Range —
Q4 2023
Shares 3,499 Value ($000) $319 Avg Close — Range —