ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

EVERGREEN CAPITAL MANAGEMENT LLC's Holding History (CIK: 0001260824)

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

Q4 2025
Shares 22,021 Value ($000) $2,837 Avg Close — Range —
Q3 2025
Shares 21,874 Value ($000) $2,755 Avg Close — Range —
Q2 2025
Shares 21,909 Value ($000) $2,545 Avg Close — Range —
Q1 2025
Shares 22,169 Value ($000) $2,270 Avg Close — Range —
Q4 2024
Shares 22,168 Value ($000) $2,444 Avg Close — Range —
Q3 2024
Shares 22,236 Value ($000) $2,419 Avg Close — Range —
Q2 2024
Shares 22,276 Value ($000) $2,313 Avg Close — Range —
Q1 2024
Shares 22,656 Value ($000) $2,284 Avg Close — Range —
Q4 2023
Shares 23,336 Value ($000) $2,125 Avg Close — Range —
Q3 2023
Shares 22,676 Value ($000) $1,853 Avg Close — Range —
Q2 2023
Shares 23,176 Value ($000) $1,951 Avg Close — Range —
Q1 2023
Shares 7,063 Value ($000) $551 Avg Close — Range —
Q4 2022
Shares 7,438 Value ($000) $534 Avg Close — Range —
Q3 2022
Shares 7,338 Value ($000) $491 Avg Close — Range —
Q2 2022
Shares 6,338 Value ($000) $456 Avg Close — Range —
Q1 2022
Shares 8,813 Value ($000) $763 Avg Close — Range —
Q4 2021
Shares 11,615 Value ($000) $1,079 Avg Close — Range —
Q3 2021
Shares 11,121 Value ($000) $925 Avg Close — Range —
Q2 2021
Shares 11,870 Value ($000) $983 Avg Close — Range —
Q1 2021
Shares 9,631 Value ($000) $735 Avg Close — Range —
Q4 2020
Shares 7,471 Value ($000) $534 Avg Close — Range —
Q3 2020
Shares 2,910 Value ($000) $372 Avg Close — Range —