ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Lido Advisors, LLC's Holding History (CIK: 0001650150)

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

Q4 2025
Shares 28,905 Value ($000) $3,641 Avg Close — Range —
Q3 2025
Shares 28,707 Value ($000) $3,616 Avg Close — Range —
Q2 2025
Shares 28,991 Value ($000) $3,368 Avg Close — Range —
Q1 2025
Shares 28,991 Value ($000) $2,969 Avg Close — Range —
Q4 2024
Shares 30,063 Value ($000) $3,314 Avg Close — Range —
Q3 2024
Shares 30,226 Value ($000) $3,288 Avg Close — Range —
Q2 2024
Shares 31,357 Value ($000) $3,256 Avg Close — Range —
Q1 2024
Shares 29,628 Value ($000) $2,987 Avg Close — Range —
Q4 2023
Shares 30,413 Value ($000) $2,769 Avg Close — Range —
Q3 2023
Shares 29,650 Value ($000) $2,414 Avg Close — Range —
Q2 2023
Shares 29,996 Value ($000) $2,525 Avg Close — Range —
Q1 2023
Shares 30,970 Value ($000) $2,415 Avg Close — Range —