ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Physician Wealth Advisors, Inc.'s Holding History (CIK: 0001795173)

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

Q4 2025
Shares 176 Value ($000) $23 Avg Close — Range —
Q3 2025
Shares 181 Value ($000) $23 Avg Close — Range —
Q2 2025
Shares 181 Value ($000) $21 Avg Close — Range —
Q1 2025
Shares 182 Value ($000) $19 Avg Close — Range —
Q4 2024
Shares 183 Value ($000) $20 Avg Close — Range —