ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

JSF Financial, LLC's Holding History (CIK: 0001802224)

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

Q4 2025
Shares 1,877 Value ($000) $242 Avg Close — Range —
Q3 2025
Shares 1,874 Value ($000) $236 Avg Close — Range —
Q2 2025
Shares 1,812 Value ($000) $210 Avg Close — Range —
Q1 2025
Shares 4,086 Value ($000) $418 Avg Close — Range —
Q4 2024
Shares 4,159 Value ($000) $459 Avg Close — Range —
Q3 2024
Shares 4,232 Value ($000) $460 Avg Close — Range —
Q2 2024
Shares 4,131 Value ($000) $429 Avg Close — Range —
Q1 2024
Shares 3,568 Value ($000) $360 Avg Close — Range —