ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Valtinson Bruner Financial Planning LLC's Holding History (CIK: 0001761450)

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

Q4 2025
Shares 1,885 Value ($000) $243 Avg Close — Range —
Q3 2025
Shares 2,514 Value ($000) $317 Avg Close — Range —
Q2 2025
Shares 2,331 Value ($000) $271 Avg Close — Range —
Q1 2025
Shares 2,201 Value ($000) $225 Avg Close — Range —
Q4 2024
Shares 2,359 Value ($000) $260 Avg Close — Range —