ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 180 Value ($000) $23 Avg Close — Range —
Q3 2025
Shares 180 Value ($000) $23 Avg Close — Range —
Q2 2025
Shares 180 Value ($000) $21 Avg Close — Range —
Q1 2025
Shares 180 Value ($000) $18 Avg Close — Range —
Q4 2024
Shares 180 Value ($000) $20 Avg Close — Range —
Q3 2024
Shares 180 Value ($000) $20 Avg Close — Range —
Q2 2024
Shares 180 Value ($000) $19 Avg Close — Range —
Q1 2024
Shares 180 Value ($000) $18 Avg Close — Range —
Q4 2023
Shares 180 Value ($000) $16 Avg Close — Range —