ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Walkner Condon Financial Advisors LLC's Holding History (CIK: 0001817494)

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

Q4 2025
Shares 4,286 Value ($000) $552 Avg Close — Range —
Q3 2025
Shares 4,265 Value ($000) $537 Avg Close — Range —
Q2 2025
Shares 4,403 Value ($000) $511 Avg Close — Range —
Q1 2025
Shares 4,566 Value ($000) $468 Avg Close — Range —
Q4 2024
Shares 4,780 Value ($000) $527 Avg Close — Range —
Q3 2024
Shares 4,515 Value ($000) $491 Avg Close — Range —
Q2 2024
Shares 4,564 Value ($000) $474 Avg Close — Range —
Q1 2024
Shares 4,599 Value ($000) $464 Avg Close — Range —
Q4 2023
Shares 4,599 Value ($000) $419 Avg Close — Range —
Q3 2023
Shares 3,960 Value ($000) $322 Avg Close — Range —
Q2 2023
Shares 3,865 Value ($000) $325 Avg Close — Range —
Q1 2023
Shares 3,865 Value ($000) $301 Avg Close — Range —
Q4 2022
Shares 3,916 Value ($000) $281 Avg Close — Range —
Q3 2022
Shares 3,766 Value ($000) $252 Avg Close — Range —
Q4 2021
Shares 2,246 Value ($000) $209,000 Avg Close — Range —
Q4 2020
Shares 4,442 Value ($000) $318 Avg Close — Range —