ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 1,658 Value ($000) $214 Avg Close — Range —
Q3 2025
Shares 1,656 Value ($000) $209 Avg Close — Range —