ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Erickson Financial Group, LLC's Holding History (CIK: 0001797734)

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

Q4 2025
Shares 2,933 Value ($000) $378 Avg Close — Range —
Q3 2025
Shares 2,534 Value ($000) $319 Avg Close — Range —
Q2 2025
Shares 2,486 Value ($000) $289 Avg Close — Range —
Q1 2025
Shares 2,488 Value ($000) $255 Avg Close — Range —
Q4 2024
Shares 2,204 Value ($000) $243 Avg Close — Range —
Q3 2024
Shares 2,195 Value ($000) $239 Avg Close — Range —
Q3 2022
Shares 10,173 Value ($000) $681 Avg Close — Range —
Q2 2022
Shares 9,573 Value ($000) $688 Avg Close — Range —
Q1 2022
Shares 6,279 Value ($000) $544 Avg Close — Range —