ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Revolve Wealth Partners, LLC's Holding History (CIK: 0001808992)

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

Q4 2025
Shares 17,983 Value ($000) $2,317 Avg Close — Range —
Q3 2025
Shares 17,459 Value ($000) $2,199 Avg Close — Range —
Q2 2025
Shares 17,896 Value ($000) $2,079 Avg Close — Range —
Q1 2025
Shares 17,313 Value ($000) $1,773 Avg Close — Range —
Q4 2024
Shares 16,668 Value ($000) $1,838 Avg Close — Range —
Q3 2024
Shares 16,549 Value ($000) $1,800 Avg Close — Range —
Q2 2024
Shares 15,943 Value ($000) $1,656 Avg Close — Range —
Q1 2024
Shares 14,290 Value ($000) $1,441 Avg Close — Range —
Q4 2023
Shares 13,531 Value ($000) $1,232 Avg Close — Range —
Q3 2023
Shares 9,328 Value ($000) $759 Avg Close — Range —
Q2 2023
Shares 9,028 Value ($000) $760 Avg Close — Range —
Q1 2023
Shares 8,194 Value ($000) $639 Avg Close — Range —
Q4 2022
Shares 7,594 Value ($000) $545 Avg Close — Range —
Q3 2022
Shares 6,327 Value ($000) $424 Avg Close — Range —
Q2 2022
Shares 2,992 Value ($000) $215 Avg Close — Range —