ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Sound View Wealth Advisors Group, LLC's Holding History (CIK: 0001784777)

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

Q4 2025
Shares 2,694 Value ($000) $347 Avg Close — Range —
Q3 2025
Shares 2,694 Value ($000) $339 Avg Close — Range —
Q2 2025
Shares 2,694 Value ($000) $313 Avg Close — Range —
Q1 2025
Shares 2,694 Value ($000) $276 Avg Close — Range —
Q4 2024
Shares 3,541 Value ($000) $390 Avg Close — Range —
Q3 2024
Shares 3,500 Value ($000) $381 Avg Close — Range —