ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q3 2021
Shares 1,892 Value ($000) $166 Avg Close — Range —
Q2 2021
Shares 971 Value ($000) $80 Avg Close — Range —
Q1 2021
Shares 589 Value ($000) $42 Avg Close — Range —
Q4 2020
Shares 589 Value ($000) $42 Avg Close — Range —
Q3 2020
Shares 412 Value ($000) $53 Avg Close — Range —
Q2 2020
Shares 412 Value ($000) $49 Avg Close — Range —
Q1 2020
Shares 412 Value ($000) $40 Avg Close — Range —
Q4 2019
Shares 412 Value ($000) $49 Avg Close — Range —
Q3 2019
Shares 100 Value ($000) $11 Avg Close — Range —
Q2 2019
Shares 100 Value ($000) $11 Avg Close — Range —
Q1 2019
Shares 771 Value ($000) $81 Avg Close — Range —
Q4 2018
Shares 771 Value ($000) $71 Avg Close — Range —