ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Baron Financial Group, LLC's Holding History (CIK: 0001832093)

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

Q4 2025
Shares 1,565 Value ($000) $202 Avg Close — Range —
Q4 2024
Shares 1,880 Value ($000) $207 Avg Close — Range —
Q3 2024
Shares 1,930 Value ($000) $210 Avg Close — Range —
Q2 2024
Shares 1,940 Value ($000) $201 Avg Close — Range —
Q1 2024
Shares 2,110 Value ($000) $213 Avg Close — Range —
Q4 2023
Shares 2,245 Value ($000) $204 Avg Close — Range —
Q2 2023
Shares 2,525 Value ($000) $213 Avg Close — Range —
Q1 2023
Shares 2,780 Value ($000) $217 Avg Close — Range —
Q4 2022
Shares 23,750 Value ($000) $1,705 Avg Close — Range —
Q3 2022
Shares 24,395 Value ($000) $1,634 Avg Close — Range —
Q2 2022
Shares 24,130 Value ($000) $1,734,947 Avg Close — Range —
Q1 2022
Shares 21,650 Value ($000) $1,875,323 Avg Close — Range —
Q4 2021
Shares 20,965 Value ($000) $1,948,068 Avg Close — Range —
Q3 2021
Shares 20,975 Value ($000) $1,745,330 Avg Close — Range —
Q2 2021
Shares 21,085 Value ($000) $1,746,471 Avg Close — Range —
Q1 2021
Shares 20,430 Value ($000) $1,560,035 Avg Close — Range —
Q4 2020
Shares 18,510 Value ($000) $1,324,205 Avg Close — Range —
Q3 2020
Shares 8,895 Value ($000) $1,138,115 Avg Close — Range —