ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

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

Q4 2025
Shares 1,952 Value ($000) $251 Avg Close — Range —
Q3 2025
Shares 1,963 Value ($000) $247 Avg Close — Range —
Q2 2025
Shares 2,022 Value ($000) $234 Avg Close — Range —
Q1 2025
Shares 1,997 Value ($000) $205 Avg Close — Range —
Q4 2024
Shares 2,018 Value ($000) $223 Avg Close — Range —
Q3 2024
Shares 2,010 Value ($000) $219 Avg Close — Range —
Q2 2024
Shares 2,006 Value ($000) $208 Avg Close — Range —