ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Laurel Wealth Planning LLC's Holding History (CIK: 0001842010)

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

Q4 2025
Shares 34,440 Value ($000) $4,437 Avg Close — Range —
Q3 2025
Shares 34,596 Value ($000) $4,357 Avg Close — Range —
Q2 2025
Shares 36,411 Value ($000) $4,230 Avg Close — Range —
Q1 2025
Shares 37,190 Value ($000) $3,809 Avg Close — Range —
Q4 2024
Shares 38,021 Value ($000) $4 Avg Close — Range —
Q3 2024
Shares 38,750 Value ($000) $4 Avg Close — Range —
Q2 2024
Shares 39,608 Value ($000) $4 Avg Close — Range —
Q1 2024
Shares 40,734 Value ($000) $4 Avg Close — Range —
Q4 2023
Shares 41,253 Value ($000) $4 Avg Close — Range —
Q3 2023
Shares 43,394 Value ($000) $4 Avg Close — Range —
Q2 2023
Shares 45,566 Value ($000) $4 Avg Close — Range —
Q1 2023
Shares 49,988 Value ($000) $4 Avg Close — Range —
Q4 2022
Shares 51,697 Value ($000) $3,711 Avg Close — Range —
Q3 2022
Shares 66,905 Value ($000) $4,481 Avg Close — Range —
Q2 2022
Shares 68,044 Value ($000) $4,892 Avg Close — Range —
Q1 2022
Shares 72,856 Value ($000) $6,311 Avg Close — Range —
Q4 2021
Shares 110,213 Value ($000) $10,241 Avg Close — Range —
Q3 2021
Shares 126,520 Value ($000) $10,528 Avg Close — Range —
Q2 2021
Shares 111,263 Value ($000) $9,216 Avg Close — Range —
Q1 2021
Shares 102,146 Value ($000) $7,800 Avg Close — Range —
Q4 2020
Shares 108,700 Value ($000) $7,776 Avg Close — Range —