ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q3 2025
Shares 47,242 Value ($000) $5,950 Avg Close — Range —
Q2 2025
Shares 44,763 Value ($000) $5,200 Avg Close — Range —
Q1 2025
Shares 46,509 Value ($000) $4,763 Avg Close — Range —
Q4 2024
Shares 47,712 Value ($000) $5,260 Avg Close — Range —
Q3 2024
Shares 46,808 Value ($000) $128 Avg Close — Range —
Q2 2024
Shares 45,097 Value ($000) $4,683 Avg Close — Range —