ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Birch Hill Investment Advisors LLC's Holding History (CIK: 0001424177)

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

Q4 2025
Shares 3,224 Value ($000) $415 Avg Close — Range —
Q3 2025
Shares 3,879 Value ($000) $489 Avg Close — Range —
Q2 2025
Shares 3,798 Value ($000) $441 Avg Close — Range —
Q1 2025
Shares 3,358 Value ($000) $344 Avg Close — Range —
Q4 2024
Shares 3,014 Value ($000) $332 Avg Close — Range —
Q3 2024
Shares 3,159 Value ($000) $344 Avg Close — Range —
Q2 2024
Shares 3,159 Value ($000) $328 Avg Close — Range —
Q1 2024
Shares 3,209 Value ($000) $323 Avg Close — Range —
Q4 2023
Shares 3,149 Value ($000) $287 Avg Close — Range —
Q3 2023
Shares 3,104 Value ($000) $253 Avg Close — Range —