ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Wealth Management Partners, LLC's Holding History (CIK: 0001843294)

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

Q4 2025
Shares 10,868 Value ($000) $1,400 Avg Close — Range —
Q3 2025
Shares 10,868 Value ($000) $1,369 Avg Close — Range —
Q2 2025
Shares 10,870 Value ($000) $1,268 Avg Close — Range —
Q1 2025
Shares 10,805 Value ($000) $1,107 Avg Close — Range —
Q4 2024
Shares 10,805 Value ($000) $1,191 Avg Close — Range —
Q3 2024
Shares 10,807 Value ($000) $1,176 Avg Close — Range —
Q2 2024
Shares 11,358 Value ($000) $1,180 Avg Close — Range —
Q1 2024
Shares 11,033 Value ($000) $1,112 Avg Close — Range —
Q4 2023
Shares 11,033 Value ($000) $1,005 Avg Close — Range —
Q3 2023
Shares 11,033 Value ($000) $898 Avg Close — Range —
Q2 2023
Shares 10,384 Value ($000) $874 Avg Close — Range —
Q1 2023
Shares 10,516 Value ($000) $820 Avg Close — Range —
Q4 2022
Shares 11,000 Value ($000) $760 Avg Close — Range —
Q3 2022
Shares 12,000 Value ($000) $840 Avg Close — Range —
Q2 2022
Shares 13,000 Value ($000) $946 Avg Close — Range —
Q1 2022
Shares 16,000 Value ($000) $1,385 Avg Close — Range —
Q4 2021
Shares 16,000 Value ($000) $1,488 Avg Close — Range —
Q3 2021
Shares 16,162 Value ($000) $1,345 Avg Close — Range —
Q2 2021
Shares 17,696 Value ($000) $1,466 Avg Close — Range —
Q1 2021
Shares 16,798 Value ($000) $1,315 Avg Close — Range —
Q4 2020
Shares 17,290 Value ($000) $1,266 Avg Close — Range —