ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

SOA Wealth Advisors, LLC.'s Holding History (CIK: 0001849444)

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

Q4 2025
Shares 12,574 Value ($000) $1,620 Avg Close — Range —
Q3 2025
Shares 12,644 Value ($000) $1,593 Avg Close — Range —
Q2 2025
Shares 12,643 Value ($000) $1,469 Avg Close — Range —
Q1 2025
Shares 12,678 Value ($000) $1,298 Avg Close — Range —
Q4 2024
Shares 49,115 Value ($000) $5,415 Avg Close — Range —
Q3 2024
Shares 50,481 Value ($000) $5,492 Avg Close — Range —
Q2 2024
Shares 52,032 Value ($000) $5,404 Avg Close — Range —
Q1 2024
Shares 59,845 Value ($000) $6,033 Avg Close — Range —
Q4 2023
Shares 61,193 Value ($000) $5,572 Avg Close — Range —
Q3 2023
Shares 61,857 Value ($000) $5,036 Avg Close — Range —
Q2 2023
Shares 65,149 Value ($000) $5,484 Avg Close — Range —
Q1 2023
Shares 71,250 Value ($000) $5,557 Avg Close — Range —
Q4 2022
Shares 69,934 Value ($000) $5,021 Avg Close — Range —
Q3 2022
Shares 71,082 Value ($000) $4,760 Avg Close — Range —
Q2 2022
Shares 68,361 Value ($000) $4,915 Avg Close — Range —
Q1 2022
Shares 74,013 Value ($000) $6,411 Avg Close — Range —
Q4 2021
Shares 73,950 Value ($000) $6,884 Avg Close — Range —
Q3 2021
Shares 73,718 Value ($000) $6,134 Avg Close — Range —
Q2 2021
Shares 76,235 Value ($000) $6,314 Avg Close — Range —
Q1 2021
Shares 83,062 Value ($000) $6,342 Avg Close — Range —
Q4 2020
Shares 83,409 Value ($000) $6,254 Avg Close — Range —