ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Retirement Income Solutions, Inc's Holding History (CIK: 0001730386)

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

Q4 2025
Shares 4,392 Value ($000) $566 Avg Close — Range —
Q3 2025
Shares 4,392 Value ($000) $553 Avg Close — Range —
Q2 2025
Shares 4,392 Value ($000) $510 Avg Close — Range —
Q1 2025
Shares 5,757 Value ($000) $590 Avg Close — Range —
Q4 2024
Shares 5,757 Value ($000) $635 Avg Close — Range —
Q3 2024
Shares 5,757 Value ($000) $626 Avg Close — Range —
Q2 2024
Shares 5,757 Value ($000) $598 Avg Close — Range —
Q1 2024
Shares 13,369 Value ($000) $1,348 Avg Close — Range —
Q4 2023
Shares 13,369 Value ($000) $1,217 Avg Close — Range —
Q3 2023
Shares 13,369 Value ($000) $1,088 Avg Close — Range —
Q2 2023
Shares 13,369 Value ($000) $1,125 Avg Close — Range —
Q1 2023
Shares 11,534 Value ($000) $900 Avg Close — Range —
Q4 2022
Shares 12,152 Value ($000) $872 Avg Close — Range —
Q3 2022
Shares 12,324 Value ($000) $837 Avg Close — Range —
Q2 2022
Shares 12,324 Value ($000) $886 Avg Close — Range —
Q1 2022
Shares 10,335 Value ($000) $895 Avg Close — Range —
Q4 2021
Shares 5,385 Value ($000) $500,000 Avg Close — Range —
Q3 2021
Shares 2,480 Value ($000) $206,000 Avg Close — Range —
Q2 2021
Shares 2,480 Value ($000) $205,000 Avg Close — Range —