ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Great Diamond Partners, LLC's Holding History (CIK: 0001801112)

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

Q4 2025
Shares 10,782 Value ($000) $1,389 Avg Close — Range —
Q3 2025
Shares 10,510 Value ($000) $1,324 Avg Close — Range —
Q2 2025
Shares 10,216 Value ($000) $1,187 Avg Close — Range —
Q1 2025
Shares 10,623 Value ($000) $1,088 Avg Close — Range —
Q4 2024
Shares 10,806 Value ($000) $1,191 Avg Close — Range —
Q3 2024
Shares 10,801 Value ($000) $1,175 Avg Close — Range —
Q2 2024
Shares 11,190 Value ($000) $1,162 Avg Close — Range —
Q1 2024
Shares 11,886 Value ($000) $1,198 Avg Close — Range —
Q4 2023
Shares 12,039 Value ($000) $1,096 Avg Close — Range —
Q3 2023
Shares 12,310 Value ($000) $1,002 Avg Close — Range —
Q2 2023
Shares 12,023 Value ($000) $1,012 Avg Close — Range —
Q1 2023
Shares 11,058 Value ($000) $862 Avg Close — Range —
Q4 2022
Shares 12,970 Value ($000) $931 Avg Close — Range —
Q3 2022
Shares 8,583 Value ($000) $574 Avg Close — Range —
Q2 2022
Shares 9,005 Value ($000) $647 Avg Close — Range —
Q1 2022
Shares 7,378 Value ($000) $639 Avg Close — Range —
Q4 2021
Shares 11,373 Value ($000) $1,056 Avg Close — Range —
Q3 2021
Shares 6,057 Value ($000) $504 Avg Close — Range —
Q2 2021
Shares 5,693 Value ($000) $471 Avg Close — Range —
Q1 2021
Shares 4,316 Value ($000) $329 Avg Close — Range —
Q4 2020
Shares 3,142 Value ($000) $224 Avg Close — Range —
Q4 2019
Shares 1,904 Value ($000) $228 Avg Close — Range —