ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Bison Wealth, LLC's Holding History (CIK: 0001845251)

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

Q4 2025
Shares 2,846 Value ($000) $345 Avg Close — Range —
Q2 2025
Shares 2,976 Value ($000) $346 Avg Close — Range —
Q1 2025
Shares 2,944 Value ($000) $301 Avg Close — Range —
Q4 2024
Shares 3,272 Value ($000) $361 Avg Close — Range —