ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

JFS WEALTH ADVISORS, LLC's Holding History (CIK: 0001568068)

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

Q4 2025
Shares 1,597 Value ($000) $206 Avg Close — Range —
Q3 2025
Shares 1,609 Value ($000) $203 Avg Close — Range —
Q2 2025
Shares 1,731 Value ($000) $201 Avg Close — Range —
Q1 2025
Shares 1,850 Value ($000) $189 Avg Close — Range —
Q4 2024
Shares 1,764 Value ($000) $194 Avg Close — Range —
Q3 2024
Shares 1,679 Value ($000) $183 Avg Close — Range —
Q2 2024
Shares 1,978 Value ($000) $205 Avg Close — Range —
Q1 2024
Shares 1,889 Value ($000) $190 Avg Close — Range —
Q4 2023
Shares 2,044 Value ($000) $186 Avg Close — Range —