ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

RIDGECREST WEALTH PARTNERS, LLC's Holding History (CIK: 0001860719)

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

Q4 2025
Shares 2,038 Value ($000) $263 Avg Close — Range —
Q3 2025
Shares 2,038 Value ($000) $257 Avg Close — Range —
Q2 2025
Shares 2,038 Value ($000) $237 Avg Close — Range —
Q1 2025
Shares 2,038 Value ($000) $209 Avg Close — Range —
Q4 2024
Shares 2,040 Value ($000) $225 Avg Close — Range —
Q3 2024
Shares 2,040 Value ($000) $222 Avg Close — Range —
Q2 2024
Shares 2,040 Value ($000) $212 Avg Close — Range —
Q1 2024
Shares 2,040 Value ($000) $206 Avg Close — Range —
Q4 2021
Shares 2,384 Value ($000) $222 Avg Close — Range —