ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Wealth Architects, LLC's Holding History (CIK: 0001611518)

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

Q2 2025
Shares 3,662 Value ($000) $425 Avg Close — Range —
Q1 2025
Shares 3,662 Value ($000) $375 Avg Close — Range —
Q4 2024
Shares 3,662 Value ($000) $404 Avg Close — Range —
Q3 2024
Shares 3,662 Value ($000) $398 Avg Close — Range —
Q2 2024
Shares 6,052 Value ($000) $628 Avg Close — Range —
Q1 2024
Shares 3,192 Value ($000) $322 Avg Close — Range —