ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

KFA Private Wealth Group, LLC's Holding History (CIK: 0001800556)

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

Q4 2025
Shares 3,388 Value ($000) $436 Avg Close — Range —
Q3 2025
Shares 3,410 Value ($000) $430 Avg Close — Range —
Q2 2025
Shares 3,629 Value ($000) $422 Avg Close — Range —
Q1 2025
Shares 3,973 Value ($000) $407 Avg Close — Range —
Q4 2024
Shares 3,968 Value ($000) $437 Avg Close — Range —
Q3 2024
Shares 3,650 Value ($000) $397 Avg Close — Range —
Q2 2024
Shares 4,495 Value ($000) $467 Avg Close — Range —
Q1 2024
Shares 4,489 Value ($000) $453 Avg Close — Range —
Q4 2023
Shares 3,632 Value ($000) $331 Avg Close — Range —
Q3 2023
Shares 3,613 Value ($000) $294 Avg Close — Range —
Q2 2023
Shares 3,613 Value ($000) $304 Avg Close — Range —
Q1 2023
Shares 3,608 Value ($000) $281 Avg Close — Range —
Q4 2022
Shares 3,599 Value ($000) $258 Avg Close — Range —
Q3 2022
Shares 3,589 Value ($000) $240 Avg Close — Range —
Q2 2022
Shares 3,375 Value ($000) $243 Avg Close — Range —
Q1 2022
Shares 3,162 Value ($000) $274 Avg Close — Range —
Q4 2021
Shares 3,155 Value ($000) $293 Avg Close — Range —
Q3 2021
Shares 2,825 Value ($000) $235 Avg Close — Range —
Q2 2021
Shares 2,615 Value ($000) $217 Avg Close — Range —
Q1 2021
Shares 3,024 Value ($000) $231 Avg Close — Range —
Q4 2020
Shares 3,016 Value ($000) $216 Avg Close — Range —