ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 17,400 Value ($000) $2,242 Avg Close — Range —
Q3 2025
Shares 16,852 Value ($000) $2,123 Avg Close — Range —
Q2 2025
Shares 16,852 Value ($000) $1,958 Avg Close — Range —
Q1 2025
Shares 16,852 Value ($000) $1,726 Avg Close — Range —
Q4 2024
Shares 2,314 Value ($000) $255 Avg Close — Range —