ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Johnson Bixby & Associates, LLC's Holding History (CIK: 0001844238)

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

Q4 2025
Shares 4,475 Value ($000) $577 Avg Close — Range —
Q3 2025
Shares 4,626 Value ($000) $583 Avg Close — Range —
Q2 2025
Shares 4,811 Value ($000) $559 Avg Close — Range —
Q1 2025
Shares 4,956 Value ($000) $508 Avg Close — Range —