ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Transamerica Financial Advisors, Inc.'s Holding History (CIK: 0001502149)

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

Q4 2025
Shares 867 Value ($000) $112 Avg Close — Range —
Q3 2025
Shares 413 Value ($000) $52 Avg Close — Range —