ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Tempus Wealth Planning, LLC's Holding History (CIK: 0001806428)

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

Q4 2025
Shares 14,736 Value ($000) $1,898 Avg Close — Range —
Q3 2025
Shares 14,974 Value ($000) $1,886 Avg Close — Range —
Q2 2025
Shares 16,654 Value ($000) $1,935 Avg Close — Range —
Q1 2025
Shares 16,741 Value ($000) $1,714 Avg Close — Range —
Q4 2024
Shares 13,531 Value ($000) $1,492 Avg Close — Range —
Q3 2024
Shares 13,395 Value ($000) $1,457 Avg Close — Range —
Q2 2024
Shares 13,226 Value ($000) $1,373 Avg Close — Range —
Q1 2024
Shares 12,659 Value ($000) $1,276 Avg Close — Range —
Q4 2023
Shares 12,883 Value ($000) $1,173 Avg Close — Range —
Q3 2023
Shares 13,545 Value ($000) $1,103 Avg Close — Range —
Q2 2023
Shares 13,640 Value ($000) $1,148 Avg Close — Range —
Q1 2023
Shares 13,358 Value ($000) $1,042 Avg Close — Range —
Q4 2022
Shares 13,654 Value ($000) $980 Avg Close — Range —
Q3 2022
Shares 11,804 Value ($000) $791 Avg Close — Range —
Q2 2022
Shares 13,092 Value ($000) $941 Avg Close — Range —
Q1 2022
Shares 13,886 Value ($000) $1,203 Avg Close — Range —
Q4 2021
Shares 13,837 Value ($000) $1,286 Avg Close — Range —
Q3 2021
Shares 14,388 Value ($000) $1,197 Avg Close — Range —
Q2 2021
Shares 13,905 Value ($000) $1,152 Avg Close — Range —
Q1 2021
Shares 12,469 Value ($000) $952 Avg Close — Range —
Q4 2020
Shares 11,442 Value ($000) $819 Avg Close — Range —
Q3 2020
Shares 5,758 Value ($000) $737 Avg Close — Range —
Q2 2020
Shares 5,900 Value ($000) $696 Avg Close — Range —
Q1 2020
Shares 5,914 Value ($000) $576 Avg Close — Range —
Q4 2019
Shares 5,395 Value ($000) $648 Avg Close — Range —