ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Joel Isaacson & Co., LLC's Holding History (CIK: 0001599330)

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

Q4 2025
Shares 4,464 Value ($000) $575 Avg Close — Range —
Q3 2025
Shares 4,464 Value ($000) $562 Avg Close — Range —
Q2 2025
Shares 4,464 Value ($000) $519 Avg Close — Range —
Q1 2025
Shares 4,464 Value ($000) $457 Avg Close — Range —
Q4 2024
Shares 4,464 Value ($000) $492 Avg Close — Range —
Q3 2024
Shares 4,464 Value ($000) $486 Avg Close — Range —
Q2 2024
Shares 4,464 Value ($000) $464 Avg Close — Range —
Q1 2024
Shares 4,464 Value ($000) $450 Avg Close — Range —
Q4 2023
Shares 4,464 Value ($000) $406 Avg Close — Range —
Q3 2023
Shares 4,464 Value ($000) $363 Avg Close — Range —
Q2 2023
Shares 4,464 Value ($000) $376 Avg Close — Range —
Q1 2023
Shares 4,464 Value ($000) $348 Avg Close — Range —
Q4 2022
Shares 4,464 Value ($000) $320 Avg Close — Range —
Q3 2022
Shares 4,464 Value ($000) $299 Avg Close — Range —
Q2 2022
Shares 4,464 Value ($000) $321 Avg Close — Range —
Q1 2022
Shares 4,464 Value ($000) $369 Avg Close — Range —