ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

GUARDIAN WEALTH ADVISORS, LLC / NC's Holding History (CIK: 0001901403)

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

Q2 2025
Shares 1,002 Value ($000) $116 Avg Close — Range —
Q1 2025
Shares 1,026 Value ($000) $105 Avg Close — Range —
Q4 2024
Shares 1,013 Value ($000) $112 Avg Close — Range —
Q3 2024
Shares 580 Value ($000) $63 Avg Close — Range —
Q2 2024
Shares 580 Value ($000) $60 Avg Close — Range —
Q1 2024
Shares 580 Value ($000) $58 Avg Close — Range —
Q4 2023
Shares 580 Value ($000) $53 Avg Close — Range —
Q3 2023
Shares 580 Value ($000) $47 Avg Close — Range —
Q2 2023
Shares 614 Value ($000) $52 Avg Close — Range —
Q1 2023
Shares 621 Value ($000) $48 Avg Close — Range —
Q4 2022
Shares 614 Value ($000) $44 Avg Close — Range —
Q3 2022
Shares 614 Value ($000) $41 Avg Close — Range —
Q2 2022
Shares 614 Value ($000) $44 Avg Close — Range —