ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Onyx Bridge Wealth Group LLC's Holding History (CIK: 0001819476)

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

Q4 2025
Shares 3,746 Value ($000) $483 Avg Close — Range —
Q3 2025
Shares 3,811 Value ($000) $480 Avg Close — Range —
Q2 2025
Shares 17,217 Value ($000) $2,000 Avg Close — Range —
Q1 2025
Shares 19,407 Value ($000) $1,988 Avg Close — Range —
Q4 2024
Shares 17,475 Value ($000) $1,927 Avg Close — Range —
Q3 2024
Shares 16,979 Value ($000) $1,847 Avg Close — Range —
Q2 2024
Shares 20,082 Value ($000) $2,085 Avg Close — Range —
Q1 2024
Shares 18,492 Value ($000) $1,806 Avg Close — Range —
Q4 2023
Shares 9,629 Value ($000) $877 Avg Close — Range —
Q3 2023
Shares 11,644 Value ($000) $948 Avg Close — Range —
Q2 2023
Shares 9,631 Value ($000) $811 Avg Close — Range —
Q1 2023
Shares 7,103 Value ($000) $554 Avg Close — Range —
Q4 2022
Shares 6,542 Value ($000) $476 Avg Close — Range —
Q3 2022
Shares 6,612 Value ($000) $439 Avg Close — Range —
Q2 2022
Shares 5,966 Value ($000) $447 Avg Close — Range —
Q1 2022
Shares 5,835 Value ($000) $464 Avg Close — Range —
Q4 2021
Shares 4,198 Value ($000) $392 Avg Close — Range —