ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2019
Shares 2,734 Value ($000) $328 Avg Close — Range —
Q3 2019
Shares 2,733 Value ($000) $303 Avg Close — Range —
Q2 2019
Shares 2,733 Value ($000) $299 Avg Close — Range —
Q1 2019
Shares 2,600 Value ($000) $274 Avg Close — Range —
Q4 2018
Shares 19,375 Value ($000) $1,802 Avg Close — Range —