ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

BIP Wealth, LLC's Holding History (CIK: 0001590214)

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

Q4 2025
Shares 7,065 Value ($000) $910 Avg Close — Range —
Q3 2025
Shares 7,065 Value ($000) $890 Avg Close — Range —
Q2 2025
Shares 7,065 Value ($000) $821 Avg Close — Range —
Q1 2025
Shares 7,065 Value ($000) $724 Avg Close — Range —
Q4 2024
Shares 7,105 Value ($000) $783 Avg Close — Range —
Q3 2024
Shares 7,105 Value ($000) $773 Avg Close — Range —
Q2 2024
Shares 2,755 Value ($000) $286 Avg Close — Range —
Q1 2024
Shares 7,105 Value ($000) $716 Avg Close — Range —
Q4 2023
Shares 4,350 Value ($000) $396 Avg Close — Range —
Q2 2023
Shares 4,490 Value ($000) $378 Avg Close — Range —
Q1 2023
Shares 4,440 Value ($000) $346 Avg Close — Range —