ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 187 Value ($000) $25 Avg Close — Range —
Q3 2025
Shares 132 Value ($000) $17 Avg Close — Range —
Q2 2025
Shares 131 Value ($000) $16 Avg Close — Range —
Q1 2025
Shares 268 Value ($000) $26 Avg Close — Range —
Q3 2023
Shares 56 Value ($000) $5 Avg Close — Range —
Q2 2023
Shares 113 Value ($000) $10 Avg Close — Range —
Q4 2022
Shares 2,015 Value ($000) $147 Avg Close — Range —