ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Simplicity Wealth,LLC's Holding History (CIK: 0001913243)

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

Q1 2025
Shares 2,368 Value ($000) $242 Avg Close — Range —
Q3 2024
Shares 2,022 Value ($000) $220 Avg Close — Range —
Q2 2024
Shares 2,120 Value ($000) $220 Avg Close — Range —
Q1 2024
Shares 2,018 Value ($000) $203 Avg Close — Range —