ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Mascoma Wealth Management LLC's Holding History (CIK: 0001695664)

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

Q4 2025
Shares 79,229 Value ($000) $10,207 Avg Close — Range —
Q3 2025
Shares 78,347 Value ($000) $9,868 Avg Close — Range —
Q2 2025
Shares 80,032 Value ($000) $9,296 Avg Close — Range —
Q1 2025
Shares 82,706 Value ($000) $8,470 Avg Close — Range —
Q4 2024
Shares 99,105 Value ($000) $10,926 Avg Close — Range —
Q3 2024
Shares 103,787 Value ($000) $11,291 Avg Close — Range —
Q2 2024
Shares 107,188 Value ($000) $11,131 Avg Close — Range —
Q1 2024
Shares 102,958 Value ($000) $10,379 Avg Close — Range —
Q4 2023
Shares 97,731 Value ($000) $8,898 Avg Close — Range —
Q3 2023
Shares 97,501 Value ($000) $7,938 Avg Close — Range —
Q2 2023
Shares 103,032 Value ($000) $8,794 Avg Close — Range —
Q1 2023
Shares 108,639 Value ($000) $8,512 Avg Close — Range —
Q4 2022
Shares 109,141 Value ($000) $7,835 Avg Close — Range —
Q3 2022
Shares 107,889 Value ($000) $7,225 Avg Close — Range —
Q2 2022
Shares 102,253 Value ($000) $7,352 Avg Close — Range —
Q1 2022
Shares 102,278 Value ($000) $8,859 Avg Close — Range —
Q4 2021
Shares 102,443 Value ($000) $9,519 Avg Close — Range —
Q3 2021
Shares 82,737 Value ($000) $6,885 Avg Close — Range —
Q2 2021
Shares 74,170 Value ($000) $6,143 Avg Close — Range —
Q1 2021
Shares 56,542 Value ($000) $4,318 Avg Close — Range —
Q4 2020
Shares 25,697 Value ($000) $1,838 Avg Close — Range —
Q3 2019
Shares 5,021 Value ($000) $557 Avg Close — Range —
Q2 2019
Shares 3,916 Value ($000) $428 Avg Close — Range —
Q1 2019
Shares 3,564 Value ($000) $376 Avg Close — Range —
Q4 2018
Shares 3,564 Value ($000) $331 Avg Close — Range —
Q3 2018
Shares 2,205 Value ($000) $235 Avg Close — Range —
Q2 2018
Shares 198 Value ($000) $20 Avg Close — Range —