ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q1 2023
Shares 544 Value ($000) $42 Avg Close — Range —
Q4 2022
Shares 184 Value ($000) $13 Avg Close — Range —
Q3 2022
Shares 479 Value ($000) $32 Avg Close — Range —
Q2 2022
Shares 614 Value ($000) $44 Avg Close — Range —
Q1 2022
Shares 556 Value ($000) $48 Avg Close — Range —
Q4 2021
Shares 336 Value ($000) $31 Avg Close — Range —
Q3 2021
Shares 336 Value ($000) $28 Avg Close — Range —
Q2 2021
Shares 336 Value ($000) $28 Avg Close — Range —
Q1 2021
Shares 186 Value ($000) $14 Avg Close — Range —
Q4 2020
Shares 186 Value ($000) $13 Avg Close — Range —