ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 19,226 Value ($000) $2,477 Avg Close — Range —
Q3 2025
Shares 19,226 Value ($000) $2,422 Avg Close — Range —
Q2 2025
Shares 19,226 Value ($000) $2,233 Avg Close — Range —
Q1 2025
Shares 19,226 Value ($000) $1,969 Avg Close — Range —
Q4 2024
Shares 19,226 Value ($000) $2,120 Avg Close — Range —
Q3 2024
Shares 19,226 Value ($000) $2,092 Avg Close — Range —
Q2 2024
Shares 19,226 Value ($000) $1,997 Avg Close — Range —
Q1 2024
Shares 19,226 Value ($000) $1,938 Avg Close — Range —
Q4 2023
Shares 19,200 Value ($000) $1,748 Avg Close — Range —
Q3 2023
Shares 19,200 Value ($000) $1,563 Avg Close — Range —
Q2 2023
Shares 19,200 Value ($000) $1,616 Avg Close — Range —
Q1 2023
Shares 19,200 Value ($000) $1,497 Avg Close — Range —
Q4 2022
Shares 19,200 Value ($000) $1,378 Avg Close — Range —
Q3 2022
Shares 19,200 Value ($000) $1,286 Avg Close — Range —
Q2 2022
Shares 19,200 Value ($000) $1,380 Avg Close — Range —
Q1 2022
Shares 19,200 Value ($000) $1,663 Avg Close — Range —