ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Curi Capital, LLC's Holding History (CIK: 0001332905)

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

Q4 2025
Shares 2,037 Value ($000) $262 Avg Close — Range —
Q3 2025
Shares 2,037 Value ($000) $257 Avg Close — Range —
Q2 2025
Shares 2,123 Value ($000) $247 Avg Close — Range —