ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

OneDigital Investment Advisors LLC's Holding History (CIK: 0001690370)

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

Q4 2025
Shares 3,581 Value ($000) $461 Avg Close — Range —
Q3 2025
Shares 3,568 Value ($000) $449 Avg Close — Range —
Q2 2025
Shares 3,577 Value ($000) $416 Avg Close — Range —
Q1 2025
Shares 4,207 Value ($000) $431 Avg Close — Range —
Q4 2024
Shares 4,801 Value ($000) $529 Avg Close — Range —
Q3 2024
Shares 5,358 Value ($000) $583 Avg Close — Range —
Q2 2024
Shares 21,002 Value ($000) $2,181 Avg Close — Range —