ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

1900 WEALTH MANAGEMENT LLC's Holding History (CIK: 0001791996)

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

Q4 2025
Shares 1,663 Value ($000) $214 Avg Close — Range —
Q3 2025
Shares 1,663 Value ($000) $209 Avg Close — Range —
Q1 2023
Shares 12,910 Value ($000) $938 Avg Close — Range —
Q4 2022
Shares 13,018 Value ($000) $935 Avg Close — Range —
Q3 2022
Shares 13,002 Value ($000) $870 Avg Close — Range —
Q2 2022
Shares 13,002 Value ($000) $935 Avg Close — Range —
Q1 2022
Shares 17,986 Value ($000) $1,558 Avg Close — Range —
Q4 2021
Shares 18,131 Value ($000) $1,685 Avg Close — Range —
Q3 2021
Shares 18,131 Value ($000) $1,508 Avg Close — Range —
Q2 2021
Shares 18,131 Value ($000) $1,502 Avg Close — Range —
Q1 2021
Shares 18,270 Value ($000) $1,395 Avg Close — Range —
Q4 2020
Shares 18,407 Value ($000) $1,317 Avg Close — Range —