ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Beacon Financial Advisory LLC's Holding History (CIK: 0001800502)

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

Q4 2025
Shares 2,713 Value ($000) $350 Avg Close — Range —
Q3 2025
Shares 1,769 Value ($000) $223 Avg Close — Range —
Q2 2025
Shares 1,757 Value ($000) $204 Avg Close — Range —