ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Wealth Alliance's Holding History (CIK: 0001793904)

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

Q4 2025
Shares 7,365 Value ($000) $949 Avg Close — Range —
Q3 2025
Shares 7,675 Value ($000) $967 Avg Close — Range —
Q2 2025
Shares 7,819 Value ($000) $908 Avg Close — Range —
Q1 2025
Shares 8,138 Value ($000) $833 Avg Close — Range —
Q4 2024
Shares 8,319 Value ($000) $917 Avg Close — Range —
Q3 2024
Shares 10,008 Value ($000) $1,089 Avg Close — Range —
Q2 2024
Shares 11,457 Value ($000) $1,190 Avg Close — Range —
Q1 2024
Shares 11,448 Value ($000) $1,154 Avg Close — Range —
Q4 2023
Shares 11,667 Value ($000) $1,062 Avg Close — Range —
Q3 2023
Shares 10,021 Value ($000) $816 Avg Close — Range —
Q2 2023
Shares 10,291 Value ($000) $866 Avg Close — Range —
Q1 2023
Shares 10,868 Value ($000) $848 Avg Close — Range —
Q4 2022
Shares 9,380 Value ($000) $673 Avg Close — Range —
Q3 2022
Shares 10,584 Value ($000) $709 Avg Close — Range —
Q2 2022
Shares 18,006 Value ($000) $1,295 Avg Close — Range —
Q1 2022
Shares 8,536 Value ($000) $739 Avg Close — Range —
Q4 2021
Shares 3,353 Value ($000) $312 Avg Close — Range —
Q2 2021
Shares 5,624 Value ($000) $466 Avg Close — Range —