ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

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

Q4 2025
Shares 24,363 Value ($000) $3,139 Avg Close — Range —
Q3 2025
Shares 25,447 Value ($000) $3,205 Avg Close — Range —
Q2 2025
Shares 25,866 Value ($000) $3,005 Avg Close — Range —
Q1 2025
Shares 24,967 Value ($000) $2,557 Avg Close — Range —
Q4 2024
Shares 20,360 Value ($000) $2,245 Avg Close — Range —
Q3 2024
Shares 20,515 Value ($000) $2,232 Avg Close — Range —
Q2 2024
Shares 19,944 Value ($000) $2,071 Avg Close — Range —
Q1 2024
Shares 20,050 Value ($000) $2,021 Avg Close — Range —
Q4 2023
Shares 19,916 Value ($000) $1,813 Avg Close — Range —
Q3 2023
Shares 20,712 Value ($000) $1,686 Avg Close — Range —
Q2 2023
Shares 19,324 Value ($000) $1,627 Avg Close — Range —
Q1 2023
Shares 19,324 Value ($000) $1,507 Avg Close — Range —
Q4 2022
Shares 15,404 Value ($000) $1,106 Avg Close — Range —
Q3 2022
Shares 15,322 Value ($000) $1,133 Avg Close — Range —
Q2 2022
Shares 15,904 Value ($000) $1,143 Avg Close — Range —
Q1 2022
Shares 14,874 Value ($000) $1,288 Avg Close — Range —
Q4 2021
Shares 13,711 Value ($000) $1,274 Avg Close — Range —