ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

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

Q1 2025
Shares 9,279 Value ($000) $950 Avg Close — Range —
Q2 2022
Shares 5,185 Value ($000) $379 Avg Close — Range —
Q1 2022
Shares 5,303 Value ($000) $439 Avg Close — Range —
Q4 2021
Shares 6,880 Value ($000) $628 Avg Close — Range —
Q3 2021
Shares 6,924 Value ($000) $584 Avg Close — Range —
Q2 2021
Shares 6,960 Value ($000) $584 Avg Close — Range —
Q1 2021
Shares 6,132 Value ($000) $480 Avg Close — Range —
Q4 2020
Shares 6,132 Value ($000) $448 Avg Close — Range —
Q3 2020
Shares 3,066 Value ($000) $391 Avg Close — Range —
Q2 2020
Shares 3,066 Value ($000) $367 Avg Close — Range —
Q1 2020
Shares 2,508 Value ($000) $234 Avg Close — Range —