ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Capital Analysts, LLC's Holding History (CIK: 0001624758)

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

Q4 2025
Shares 3,689 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 3,619 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 3,280 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 3,176 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 2,939 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 2,615 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 2,770 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 2,456 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 2,038 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 1,771 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 1,875 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 1,896 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 2,109 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 2,028 Value ($000) $136 Avg Close — Range —
Q2 2022
Shares 1,046 Value ($000) $75 Avg Close — Range —