ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Rise Advisors, LLC's Holding History (CIK: 0001831316)

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

Q3 2025
Shares 1,333 Value ($000) $168 Avg Close — Range —
Q2 2025
Shares 1,330 Value ($000) $155 Avg Close — Range —
Q1 2025
Shares 1,327 Value ($000) $136 Avg Close — Range —
Q4 2024
Shares 1,324 Value ($000) $146 Avg Close — Range —
Q3 2024
Shares 1,320 Value ($000) $144 Avg Close — Range —
Q2 2024
Shares 1,316 Value ($000) $137 Avg Close — Range —
Q1 2024
Shares 1,313 Value ($000) $132 Avg Close — Range —
Q4 2023
Shares 1,310 Value ($000) $119 Avg Close — Range —
Q3 2023
Shares 1,121 Value ($000) $91 Avg Close — Range —
Q2 2023
Shares 1,121 Value ($000) $94 Avg Close — Range —
Q1 2023
Shares 1,118 Value ($000) $87 Avg Close — Range —
Q4 2022
Shares 1,114 Value ($000) $80 Avg Close — Range —
Q3 2022
Shares 1,110 Value ($000) $74 Avg Close — Range —
Q2 2022
Shares 1,105 Value ($000) $79 Avg Close — Range —
Q1 2022
Shares 1,102 Value ($000) $95 Avg Close — Range —
Q4 2021
Shares 1,099 Value ($000) $102,152 Avg Close — Range —