ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 6,190 Value ($000) $797 Avg Close — Range —
Q3 2025
Shares 5,962 Value ($000) $751 Avg Close — Range —
Q2 2025
Shares 6,014 Value ($000) $699 Avg Close — Range —
Q1 2025
Shares 6,088 Value ($000) $624 Avg Close — Range —
Q4 2024
Shares 6,792 Value ($000) $749 Avg Close — Range —
Q1 2022
Shares 4,570 Value ($000) $396 Avg Close — Range —
Q4 2021
Shares 4,566 Value ($000) $424 Avg Close — Range —
Q4 2020
Shares 4,139 Value ($000) $296 Avg Close — Range —
Q1 2020
Shares 21 Value ($000) $2 Avg Close — Range —
Q3 2019
Shares 860 Value ($000) $95 Avg Close — Range —
Q2 2019
Shares 841 Value ($000) $92 Avg Close — Range —
Q1 2019
Shares 616 Value ($000) $65 Avg Close — Range —