ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Long Run Wealth Advisors, LLC's Holding History (CIK: 0001903296)

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

Q4 2025
Shares 8,322 Value ($000) $1,072 Avg Close — Range —
Q3 2025
Shares 8,275 Value ($000) $1,042 Avg Close — Range —
Q2 2025
Shares 8,801 Value ($000) $1,022 Avg Close — Range —
Q1 2025
Shares 9,453 Value ($000) $968 Avg Close — Range —
Q4 2024
Shares 9,310 Value ($000) $1,026 Avg Close — Range —
Q3 2024
Shares 9,864 Value ($000) $1,073 Avg Close — Range —
Q2 2024
Shares 9,895 Value ($000) $1,028 Avg Close — Range —
Q1 2024
Shares 10,821 Value ($000) $1,091 Avg Close — Range —
Q4 2023
Shares 10,551 Value ($000) $961 Avg Close — Range —