ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

DHJJ Financial Advisors, Ltd.'s Holding History (CIK: 0001844716)

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

Q4 2025
Shares 960 Value ($000) $124 Avg Close — Range —
Q3 2025
Shares 960 Value ($000) $121 Avg Close — Range —
Q2 2025
Shares 960 Value ($000) $112 Avg Close — Range —
Q1 2025
Shares 436 Value ($000) $45 Avg Close — Range —
Q4 2024
Shares 436 Value ($000) $48 Avg Close — Range —
Q3 2024
Shares 436 Value ($000) $47 Avg Close — Range —
Q2 2024
Shares 436 Value ($000) $45 Avg Close — Range —
Q1 2024
Shares 436 Value ($000) $44 Avg Close — Range —
Q4 2023
Shares 436 Value ($000) $40 Avg Close — Range —
Q3 2023
Shares 436 Value ($000) $35 Avg Close — Range —