ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

BigSur Wealth Management LLC's Holding History (CIK: 0001659171)

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

Q4 2025
Shares 20,000 Value ($000) $2,577 Avg Close — Range —
Q3 2025
Shares 20,000 Value ($000) $2,519 Avg Close — Range —
Q2 2025
Shares 20,000 Value ($000) $2,323 Avg Close — Range —
Q1 2025
Shares 20,000 Value ($000) $2,048 Avg Close — Range —
Q4 2024
Shares 20,000 Value ($000) $2,205 Avg Close — Range —
Q3 2024
Shares 20,000 Value ($000) $2,176 Avg Close — Range —
Q2 2024
Shares 20,000 Value ($000) $2,077 Avg Close — Range —
Q1 2024
Shares 20,000 Value ($000) $2,016 Avg Close — Range —
Q4 2023
Shares 20,000 Value ($000) $1,821 Avg Close — Range —
Q3 2023
Shares 20,000 Value ($000) $1,635 Avg Close — Range —
Q2 2023
Shares 20,000 Value ($000) $1,683 Avg Close — Range —
Q1 2023
Shares 40,000 Value ($000) $3,120 Avg Close — Range —
Q4 2022
Shares 40,000 Value ($000) $2,872 Avg Close — Range —
Q3 2022
Shares 40,000 Value ($000) $2,679 Avg Close — Range —
Q2 2022
Shares 40,000 Value ($000) $2,876 Avg Close — Range —
Q1 2022
Shares 40,000 Value ($000) $3,465 Avg Close — Range —
Q4 2021
Shares 40,000 Value ($000) $3,717 Avg Close — Range —
Q3 2021
Shares 40,000 Value ($000) $3,328 Avg Close — Range —
Q2 2021
Shares 40,000 Value ($000) $3,313 Avg Close — Range —
Q1 2021
Shares 40,000 Value ($000) $3,054 Avg Close — Range —
Q4 2020
Shares 40,000 Value ($000) $2,862 Avg Close — Range —
Q3 2020
Shares 20,000 Value ($000) $2,559 Avg Close — Range —
Q2 2020
Shares 20,000 Value ($000) $2,360 Avg Close — Range —