ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 6,887 Value ($000) $887 Avg Close — Range —
Q3 2025
Shares 6,887 Value ($000) $867 Avg Close — Range —
Q2 2025
Shares 6,887 Value ($000) $800 Avg Close — Range —
Q1 2025
Shares 7,047 Value ($000) $722 Avg Close — Range —
Q4 2024
Shares 7,047 Value ($000) $777 Avg Close — Range —
Q3 2024
Shares 7,047 Value ($000) $767 Avg Close — Range —
Q2 2024
Shares 7,047 Value ($000) $732 Avg Close — Range —
Q1 2024
Shares 7,047 Value ($000) $710 Avg Close — Range —
Q4 2023
Shares 7,047 Value ($000) $642 Avg Close — Range —
Q3 2023
Shares 7,047 Value ($000) $574 Avg Close — Range —
Q2 2023
Shares 7,047 Value ($000) $593 Avg Close — Range —
Q1 2023
Shares 7,068 Value ($000) $551 Avg Close — Range —
Q4 2022
Shares 7,113 Value ($000) $511 Avg Close — Range —
Q3 2022
Shares 8,293 Value ($000) $555 Avg Close — Range —
Q2 2022
Shares 8,293 Value ($000) $596 Avg Close — Range —
Q1 2022
Shares 8,293 Value ($000) $718 Avg Close — Range —
Q4 2021
Shares 8,177 Value ($000) $760 Avg Close — Range —
Q3 2021
Shares 8,427 Value ($000) $701 Avg Close — Range —
Q2 2021
Shares 8,427 Value ($000) $698 Avg Close — Range —
Q1 2021
Shares 7,879 Value ($000) $602 Avg Close — Range —
Q4 2020
Shares 4,497 Value ($000) $322 Avg Close — Range —