ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Meridian Wealth Management, LLC's Holding History (CIK: 0001697300)

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

Q4 2025
Shares 6,194 Value ($000) $798 Avg Close — Range —
Q3 2025
Shares 6,194 Value ($000) $780 Avg Close — Range —
Q2 2025
Shares 6,036 Value ($000) $701 Avg Close — Range —
Q1 2025
Shares 6,034 Value ($000) $618 Avg Close — Range —
Q4 2024
Shares 5,883 Value ($000) $649 Avg Close — Range —
Q3 2024
Shares 6,468 Value ($000) $704 Avg Close — Range —
Q1 2024
Shares 3,793 Value ($000) $374 Avg Close — Range —
Q4 2023
Shares 3,447 Value ($000) $311 Avg Close — Range —
Q2 2022
Shares 11,967 Value ($000) $860 Avg Close — Range —