ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Smith & Howard Wealth Management, LLC's Holding History (CIK: 0001543991)

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

Q4 2025
Shares 1,984 Value ($000) $256 Avg Close — Range —
Q3 2025
Shares 2,038 Value ($000) $257 Avg Close — Range —
Q2 2025
Shares 2,038 Value ($000) $237 Avg Close — Range —
Q1 2025
Shares 2,078 Value ($000) $213 Avg Close — Range —
Q4 2024
Shares 2,123 Value ($000) $234 Avg Close — Range —
Q3 2024
Shares 2,123 Value ($000) $231 Avg Close — Range —
Q2 2024
Shares 2,160 Value ($000) $224 Avg Close — Range —
Q1 2024
Shares 2,160 Value ($000) $218 Avg Close — Range —
Q2 2023
Shares 3,505 Value ($000) $295 Avg Close — Range —
Q1 2023
Shares 3,685 Value ($000) $287 Avg Close — Range —
Q4 2022
Shares 3,685 Value ($000) $265 Avg Close — Range —
Q3 2022
Shares 3,085 Value ($000) $207 Avg Close — Range —