ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Buttonwood Financial Group, LLC's Holding History (CIK: 0001847661)

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

Q4 2025
Shares 2,537 Value ($000) $333 Avg Close — Range —
Q3 2025
Shares 4,425 Value ($000) $560 Avg Close — Range —
Q2 2025
Shares 4,395 Value ($000) $513 Avg Close — Range —
Q1 2025
Shares 4,602 Value ($000) $446 Avg Close — Range —
Q4 2024
Shares 4,450 Value ($000) $512 Avg Close — Range —
Q3 2024
Shares 4,857 Value ($000) $528 Avg Close — Range —
Q2 2024
Shares 5,179 Value ($000) $538 Avg Close — Range —
Q1 2024
Shares 4,800 Value ($000) $484 Avg Close — Range —
Q4 2023
Shares 3,718 Value ($000) $339 Avg Close — Range —
Q3 2023
Shares 3,718 Value ($000) $294 Avg Close — Range —
Q2 2023
Shares 3,259 Value ($000) $282 Avg Close — Range —
Q1 2023
Shares 3,431 Value ($000) $268 Avg Close — Range —
Q4 2022
Shares 4,027 Value ($000) $289 Avg Close — Range —
Q3 2022
Shares 3,625 Value ($000) $242 Avg Close — Range —
Q2 2022
Shares 3,643 Value ($000) $264 Avg Close — Range —