ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Paradigm Financial Partners, LLC's Holding History (CIK: 0001766564)

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

Q4 2025
Shares 2,772 Value ($000) $357 Avg Close — Range —
Q3 2025
Shares 2,772 Value ($000) $349 Avg Close — Range —
Q2 2025
Shares 2,771 Value ($000) $322 Avg Close — Range —
Q1 2025
Shares 3,267 Value ($000) $335 Avg Close — Range —
Q4 2024
Shares 3,267 Value ($000) $360 Avg Close — Range —
Q3 2024
Shares 3,266 Value ($000) $373 Avg Close — Range —