ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

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

Q4 2025
Shares 18,986 Value ($000) $2,446 Avg Close — Range —
Q3 2025
Shares 18,986 Value ($000) $2,391 Avg Close — Range —
Q2 2025
Shares 19,411 Value ($000) $2,255 Avg Close — Range —
Q1 2025
Shares 17,286 Value ($000) $1,770 Avg Close — Range —
Q4 2024
Shares 17,286 Value ($000) $1,906 Avg Close — Range —