ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Cypress Wealth Services, LLC's Holding History (CIK: 0001721527)

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

Q4 2025
Shares 2,585 Value ($000) $333 Avg Close — Range —
Q3 2025
Shares 2,637 Value ($000) $332 Avg Close — Range —
Q2 2025
Shares 2,578 Value ($000) $299 Avg Close — Range —