ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Zhang Financial LLC's Holding History (CIK: 0001776290)

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

Q1 2025
Shares 7,054 Value ($000) $722 Avg Close — Range —
Q4 2024
Shares 7,054 Value ($000) $778 Avg Close — Range —
Q3 2024
Shares 7,054 Value ($000) $767 Avg Close — Range —