ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Boston Standard Wealth Management, LLC's Holding History (CIK: 0001630939)

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

Q4 2025
Shares 11,261 Value ($000) $1,451 Avg Close — Range —
Q3 2025
Shares 11,230 Value ($000) $1,415 Avg Close — Range —
Q2 2025
Shares 11,204 Value ($000) $1,302 Avg Close — Range —
Q1 2025
Shares 14,851 Value ($000) $1,542 Avg Close — Range —
Q4 2024
Shares 15,237 Value ($000) $1,680 Avg Close — Range —
Q3 2024
Shares 15,192 Value ($000) $1,653 Avg Close — Range —
Q2 2024
Shares 14,851 Value ($000) $1,542 Avg Close — Range —
Q1 2024
Shares 14,647 Value ($000) $1,477 Avg Close — Range —
Q4 2023
Shares 13,186 Value ($000) $1,073 Avg Close — Range —
Q3 2023
Shares 13,186 Value ($000) $1,073 Avg Close — Range —
Q2 2023
Shares 12,835 Value ($000) $1,080 Avg Close — Range —
Q1 2023
Shares 12,685 Value ($000) $989 Avg Close — Range —
Q4 2022
Shares 12,044 Value ($000) $865 Avg Close — Range —
Q3 2022
Shares 11,368 Value ($000) $761,000 Avg Close — Range —
Q2 2022
Shares 10,673 Value ($000) $773,000 Avg Close — Range —
Q1 2022
Shares 10,248 Value ($000) $888,000 Avg Close — Range —
Q4 2021
Shares 10,060 Value ($000) $935,000 Avg Close — Range —
Q3 2021
Shares 10,030 Value ($000) $835,000 Avg Close — Range —
Q2 2021
Shares 9,697 Value ($000) $803,000 Avg Close — Range —
Q1 2021
Shares 9,291 Value ($000) $706,000 Avg Close — Range —
Q4 2020
Shares 9,291 Value ($000) $665,000 Avg Close — Range —
Q3 2020
Shares 4,631 Value ($000) $593,000 Avg Close — Range —
Q2 2020
Shares 4,615 Value ($000) $545,000 Avg Close — Range —
Q1 2020
Shares 4,602 Value ($000) $429,000 Avg Close — Range —
Q4 2019
Shares 4,718 Value ($000) $567,000 Avg Close — Range —
Q3 2019
Shares 4,683 Value ($000) $519,000 Avg Close — Range —
Q2 2019
Shares 4,683 Value ($000) $518,000 Avg Close — Range —
Q1 2019
Shares 10,421 Value ($000) $1,113,000 Avg Close — Range —
Q4 2018
Shares 17,735 Value ($000) $1,649,000 Avg Close — Range —
Q3 2018
Shares 19,534 Value ($000) $2,091,000 Avg Close — Range —
Q1 2018
Shares 18,789 Value ($000) $1,836,000 Avg Close — Range —
Q4 2017
Shares 18,177 Value ($000) $1,786,000 Avg Close — Range —
Q3 2017
Shares 18,777 Value ($000) $1,743,000 Avg Close — Range —
Q2 2017
Shares 18,504 Value ($000) $1,654,000 Avg Close — Range —
Q1 2017
Shares 16,483 Value ($000) $1,430,000 Avg Close — Range —
Q4 2016
Shares 16,537 Value ($000) $1,362,000 Avg Close — Range —
Q3 2016
Shares 13,775 Value ($000) $1,109,000 Avg Close — Range —
Q2 2016
Shares 13,330 Value ($000) $1,031,000 Avg Close — Range —
Q1 2016
Shares 13,006 Value ($000) $999,000 Avg Close — Range —
Q4 2015
Shares 40,000 Value ($000) $1,157,000 Avg Close — Range —
Q3 2015
Shares 13,194 Value ($000) $919,000 Avg Close — Range —
Q2 2015
Shares 13,202 Value ($000) $1,002,000 Avg Close — Range —
Q1 2015
Shares 13,576 Value ($000) $1,056,000 Avg Close — Range —
Q4 2014
Shares 14,287 Value ($000) $1,072,000 Avg Close — Range —